Working With Solid Edge Embedded Client ST: Publication Number Spse01424 100

Working with Solid Edge Embedded
Client ST
Publication Number
spse01424 100
Proprietary and Restricted Rights
Notice
This software and related documentation are proprietary to Siemens Product

Lifecycle management Software Inc.
© 2008 Siemens Product Lifecycle management Software Inc. All Rights Reserved.
All trademarks belong to their respective holders.
2 Working with Solid Edge Embedded Client ST spse01424 100

Contents
Course overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Course description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Course prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Course objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
How to use this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Software summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Activity data set and training configuration information . . . . . . . . . . . . . . . . 10
Getting started with Solid Edge Embedded Client . . . . . . . . . . . . . . . . . 1-1

Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Interface basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Basic file operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Solid Edge Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16
Lesson review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17
Activity: Create, save, and close a file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19
Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-29
Searching and viewing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Searching for documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Searching for Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Searching for Item Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Searching for Item Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Searching for Datasets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Searching for non-Solid Edge documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Defining custom searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Searching and viewing additional properties . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Lesson review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Activity: Open and search for files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15
Preparing and loading unmanaged documents into Teamcenter . . . . . 3-1

Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Managing documents and data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Using automated tools for data analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Adding unmanaged documents to Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Lesson review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Activity: Prepare unmanaged documents for Teamcenter . . . . . . . . . . . . . . . . 3-11
Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19
Creating new content in the managed environment . . . . . . . . . . . . . . . 4-1

Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Understanding PathFinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
spse01424 100 Working with Solid Edge Embedded Client ST 3

Contents
Placing parts in assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8

Constructing new parts within an assembly . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
Drawing view creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
Lesson review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Activity: Create an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Activity: Create a drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27
Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29
Adding content to an existing managed document . . . . . . . . . . . . . . . . . 5-1

Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Opening managed Solid Edge documents . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Mirror command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Lesson review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
Activity: Add content to an existing managed document . . . . . . . . . . . . . . . . . 5-7
Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
Modifying managed documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Opening documents efficiently . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Opening managed documents as Read Only . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Saving existing Read-Only documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Creating new documents with the Save As command . . . . . . . . . . . . . . . . . . . 6-3
Revising documents with the Revisions command . . . . . . . . . . . . . . . . . . . . . 6-3
Lesson review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Activity: Modify a managed document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Managing your Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
What is the Cache? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Redefining the Cache location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4
Providing a private Cache for each user . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
The Cache and Revision Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
Lesson review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6
Activity: Manage the local cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13
Using the Solid Edge Structure Editor (SESE) . . . . . . . . . . . . . . . . . . . . 8-1

Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
What is the Solid Edge Structure Editor (SESE)? . . . . . . . . . . . . . . . . . . . . . 8-2
Managing assemblies in Solid Edge Structure Editor . . . . . . . . . . . . . . . . . . . 8-4
Managing your local cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Lesson review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7
Activity: Use the Structure Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-17
Running Solid Edge Embedded Client Diagnostics . . . . . . . . . . . . . . . . 9-1

Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Introduction to the Solid Edge Embedded Client Diagnostic application . . . . . 9-2
Exporting your attribute mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
Lesson review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Contents
Activity: Run diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

Lesson summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9

Course overview
Course description
Working with Solid Edge Embedded Client ST instructs end users how to use the
Solid Edge Embedded Client (SEEC) to create, revise, and manage data in the
context of their daily tasks.
What is cPDM?
Collaborative Product Data Management (cPDM) is a tool that helps manage all
the processes, applications, and information required to design, manufacture, and
support a product throughout its life cycle.
A collaborative product data management tool such as Teamcenter Express or
Teamcenter Engineering helps you:
• Reduce duplicate data, which reduces storage requirements.
• Simplify finding and distributing data to those who need it.
• Manage assemblies and relationships between parts.
• Maintain the history of a product’s development evolution.
• Have revision control and assurance of latest data.
• Have access control to ensure integrity of data.
What is Solid Edge Embedded Client?

Solid Edge Embedded Client (SEEC) provides seamless connectivity between Solid
Edge with Synchronous Technology, the revolutionary computer-aided design (CAD)
system, and Teamcenter Express or Teamcenter Engineering. The integration is
transparent, and you do not need to learn a unique interface to use it. Solid Edge
ST commands and supporting tools that create or close documents interact with the
Teamcenter data structure to manage those documents so you do not have to.

Course overview
If you are already familiar with the Solid Edge user interface, you will find the same
environments for constructing parts, building assemblies, and producing drawings
while working with documents managed by Teamcenter.
• Part
• Assembly
• Draft
• Sheet Metal – not available for Synchronous
Course prerequisites
Before beginning this course, it is recommended that you complete the following
training:
• Solid Edge with Synchronous Technology Self Paced Training
• Teamcenter Express, Course #TR15330

or
Teamcenter Engineering, Course #TR14330
Training information is available from the Siemens PLM Software web site at
http://training.ugs.com.

Course overview
Course objectives
This course was developed to demonstrate how to utilize the transparent integration
between Solid Edge with Synchronous Technology and Teamcenter, the de facto
standard in Collaborative Product Data Management (cPDM).
After successfully completing this course, you will be able to:
• Understand the relationship between Solid Edge ST, the Solid Edge Embedded
Client and Teamcenter.
• Understand and utilize Solid Edge Embedded Client workflows and common
property dialog boxes.
• Move unmanaged documents into a Teamcenter managed environment.
• Create and modify documents managed in the Teamcenter environment.
How to use this guide

In each lesson are sections that include important concepts followed by an exercise
for practicing the concepts.
The format of the exercises is consistent through the guide. Steps are numbered
and specify what you should accomplish at any point in the exercise. Below each
step are specific instructions that emphasize the individual actions you must take
to accomplish the step.
Each lesson ends with a review that emphasizes concepts introduced in the lesson.
Conventions
The following conventions for tips, notes, caution, and warning messages are used
within this manual:
Tip
A tip indicates information that helps you apply the techniques and
procedures described in the text.
Note
A note identifies general instructions or comments that need to be emphasized.
Caution
A caution identifies practices that can either produce results contrary to what
you expect or result in damage to software or data.
Warning
A warning identifies practices that could result in permanent loss of data
or software.

Course overview
Software summary
This training guide assumes you have successfully loaded the software required for
the operation of Solid Edge Embedded Client.
Refer to the Solid Edge Embedded Client SEEC_readme.htm file located in \Program
Files\Solid Edge ST\Program\Embedded Client for specific version and installation
information.
This release of Solid Edge Embedded Client has been certified to run on the following:
• Vista Business or Vista Enterprise operating system (32-bit or 64-bit) as a 32-bit
application.
• Windows XP Professional operating system (32-bit or 64-bit) as a 32-bit

application.
• Internet Explorer 6.0 or higher.
• Solid Edge with Synchronous Technology (32–bit) and latest update.
• Solid Edge Embedded Client ST (32-bit).
• Solid Edge Embedded Client Administrator
• Minimum
Teamcenter Express V2.2.4 or V3; Teamcenter Engineering 2005SR1/2007
MP3a, Teamcenter Express V4; Teamcenter 2007.1 MP2
• Recommended
Teamcenter Express V2.2.4 or V3; Teamcenter Engineering 2005SR1/2007 MP6,
Teamcenter Express V4; Teamcenter 2007.1 MP3
Caution
This release of Solid Edge Embedded Client is not support on the Windows
2000 Professional operating system, Teamcenter Engineering V9.1.3.x or
Teamcenter Express V1.x.
Activity data set and training configuration information

The activities in this training guide assume you have successfully loaded the ANSI
templates, set user personas to Synchronous Only, and obtained the associated
training files required for completion of the course.
Training files should be extracted to a folder named \SEEC Class Files.
Step 1: On the File Download dialog box, click Save to save the file to a local
folder on your computer.
Caution
Do not select Open on the File Download dialog box.
Step 2: Extract the files to a new folder named C:\SEEC Class Files.

Lesson
1 Getting started with Solid Edge

Embedded Client
Objectives
After completing this lesson, you will be able to:
• Activate and use Solid Edge with Synchronous Technology with Teamcenter.
• Determine your Solid Edge user type.
• Create and save Solid Edge ST documents using the Solid Edge Embedded
Client.
• Use Solid Edge ST Help tools.
spse01424 100 Working with Solid Edge Embedded Client ST 1-1

Lesson 1 Getting started with Solid Edge Embedded Client
Interface basics
Solid Edge Embedded Client ST must be installed on each workstation requiring
access to Teamcenter managed Solid Edge data. Commands behave like typical
Windows commands.
Starting Solid Edge Embedded Client

To start Solid Edge ST with the Embedded Client, look for the Solid Edge program
icon on your desktop and double-click it. The version changes with each release.
The startup screen

The Solid Edge ST Startup screen provides user assistance, such as tutorials and
access to Help. It also provides access to basic operations, such as creating and
opening files.
The start-up screen includes a link to Solid Edge support. You can click Add or
Remove Links to edit the Links list.
1-2 Working with Solid Edge Embedded Client ST spse01424 100

Getting started with Solid Edge Embedded Client
Enable Teamcenter in Solid Edge

To start the Embedded Client in Solid Edge ST, click the Application button,
and choose Manage®Teamcenter. The Solid Edge ST features that work with
Teamcenter are enabled.
When working with Teamcenter data through the Solid Edge Embedded Client,
you use the same commands that you normally would in Solid Edge ST. When
Teamcenter is selected, Solid Edge ST automatically adjusts the user interface as
needed to provide access to Teamcenter functions.
This normally changes the Solid Edge ST user interface in the following ways:
• Teamcenter is indicated in the application title displayed in the title bar of the
window.
Note
If Teamcenter is not indicated in the application title, you are working in
an unmanaged environment.
• When browsing for Solid Edge files you are presented with the data from the
Teamcenter database.
• When new documents are created you are prompted to upload them to the
Teamcenter database, as they are not yet resident in the database.
• When you save a file, it is only saved locally to your cache. When you close the
document, it is uploaded into the Teamcenter database.
Determining your user type

Solid Edge ST employs user personas to set default working environments for
users by individual, group, or organization. The user persona definition is set
by the system administrator, who may also choose to allow individuals to change
their persona using the User Type setting on the User Profile page of the Solid
Edge Options dialog box.
The user persona definition affects all of the following:
• Available modeling functionality:
– Only synchronous technology—All of the new direct modeling capabilities
are available in the synchronous modeling environments. In the Solid Edge
ST release, that means Part and Assembly.
– Only traditional modeling—This means the functionality available in Solid

Edge prior to the Solid Edge ST release.
– Both synchronous and traditional modeling—This allows users to choose

whether to work in synchronous modeling technology environments or in
traditional modeling environments, such as sheet metal, part, and assembly.
The Draft environment is the same, no matter which type of model you
choose to use.
• Available templates

• File creation options
• File browsing and editing options
The lessons and activities in this training guide assume your user type is set to
Synchronous Only.
Creating a new document

You can create new documents in the following ways:
• Use the New command on the Application menu and then select the
environment-specific template you want from the New dialog box.
• Open one of the Solid Edge environments from the Create menu and an
appropriate template is used as the starting template. For example, when you
open the Synchronous ANSI Part environment, the default template is used as
the starting template for a new part document.
Several templates are delivered with Solid Edge ST for each environment:
• Assembly
• Draft
• Part
• Sheet Metal - not available for the Synchronous Only user type
In a managed environment, your administrator loads your company standard

templates and you are presented with the templates as managed items.
Using Templates as a starting point

Regardless of the method you use to create a document, a document template is
used as a starting point. A template is a document that provides default settings
for text, formats, geometry, dimensions, units of measurement, and styles that are
used to produce a new document. When you are working with the Embedded Client,
templates are managed and delivered by an administrator.

Managed template folders

Your administrator can edit the property set of the standard templates to include
default values for some of the properties as well as the additional custom properties
you need to manage your documents. For example, to make it easier to create
drawings that conform to your company’s standards, a custom Draft document
template can be defined by the administrator where your company’s dimensioning
and annotation standards have been defined. Then any changes to the standards can
be managed through the document management system of Teamcenter Engineering
or Teamcenter Express.
Connecting to Teamcenter
The first time you create a new document or open an existing document in a new
Solid Edge ST session with Teamcenter, the Login to Teamcenter dialog box is
displayed and you are prompted to log into Teamcenter.
This dialog box uses a Teamcenter user ID, password, group, and role assigned by
the Teamcenter administrator to access the specified Teamcenter database.
Note
This dialog box only appears when you begin a new Solid Edge ST session.
Once a Solid Edge document is open and you are connected to Teamcenter, it
is not displayed.

The user interface

After logging into Teamcenter, the Solid Edge application window is displayed on
your screen. The application windows consists of the following areas.
Label Name How it is used

Application button Displays the Application menu, which
provides access to all document level
(A)
functions, such as creating, opening, saving,
and managing documents.


Quick Access toolbar Displays frequently used commands. Use
the Customize Quick Access Toolbar arrow
at right to display
additional resources:
(B)
• Add or remove standard document-level
commands.
• Fully customize the Quick Access toolbar

using the Customize dialog box.
• Control the placement of the command

ribbon.
ribbon with commands The ribbon is the area that contains all
grouped on tabs application commands. The commands are
organized into functional groups on tabs.
(C) Some tabs are available only in certain
and contexts.
(D) Some command buttons contain split
buttons, corner buttons, check boxes, and
other controls that display submenus and
palettes.
command bar A docking window that displays command
(E) options and data entry fields for the Select
Tool or any command in progress.
docking window with tab sets This docking window contains tab sets that
group functionality according to the type of
document you are working in. It also lists the
contents of the active document, sorts them
by name or type, and controls their visibility.
Example
• In a part document, the default
(F) docking window displayed here
is PathFinder, and its tab sets
include the Feature Library,
Layers, and Sensors.
• In a draft document, the default

docking window displayed here
is the Library, and its tab sets
include Layers, Groups, Queries,
and the Library.


graphics window Displays the graphics associated with the 3D
model document or a 2D drawing.
When working in a synchronous modeling
document, a contextual productivity tool
(G) called QuickBar (shown at left) is displayed
QuickBar in the graphics window near your cursor.
QuickBar provides direct access to frequently
used operations based on your current
selection.
PromptBar A scroll-able, movable docking window that
(H) displays prompts and messages related to a
command that you have selected.
status bar Displays messages related to the application
itself.
Provides fast access to view-control
commands—zoom, fit, pan, rotate, view
(I)
styles, and saved views.
Houses Command Finder, a valuable tool
you can use to locate a command in the user
interface.
Command Finder
To find commands quickly, use the Command Finder located on the status bar. You
can search for the command by command name or by capability.
When you type a term and click Go , the Command Finder dialog box displays
results that contain your search term.
For available commands, you can use the results shown in the Command Finder
dialog box to:
• Locate the command in the user interface.
• Read the associated Help topic.
• Run the command.
To see results in other environments, you can use the Show Matches Outside
Environment option on the dialog box.
You can click the Help button in the Command Finder dialog box to read the
associated Help topic. Help works even for commands not available within the
current environment.
You can turn Command Finder on and off using the Command Finder option on the
Customize Status Bar shortcut menu.

The Solid Edge ST window with Teamcenter enabled

When you create a new document, a blank document opens and is displayed on
your screen. With Solid Edge Embedded Client, the components of the Solid Edge
window differ slightly from native Solid Edge ST. When the Solid Edge ST window
is displayed, Teamcenter is indicated in the title bar of the window and the new
document is given a temporary document identifier and extension. PathFinder
indicates the formula for the unsaved document. You can define the default
document name formula on the Manage page of the Solid Edge Options dialog box
when a document is open in Solid Edge Embedded Client.
Any changes you make to the document are stored in memory. You have to save the
document to preserve the changes to your document. The first time you save the
document, you can define a permanent identifier as well as other options using
the Save dialog box.

Viewing Teamcenter Objects in PathFinder

When working with Teamcenter, each user has a Home folder which can have any
workspace object connected to it. Folders are commonly used to organize links to
frequently used objects. Teamcenter uses objects to store information that describes
each Solid Edge document, in addition to storing the document or file itself. An Item
is a commonly used workspace object that captures the metadata describing all the
associated revisions. An Item Revision then captures the revision-specific metadata.
It is metadata that is useful in data retrieval and reuse. Then, the document is
captured in a Dataset and connected to the Item Revision. The Item, Item Revision
and Dataset combine to fully describe the associated document.
If you want to think of these objects in terms of hierarchy, from top to bottom,
it would be Item, Item Revision, Dataset. You can view this hierarchy from the
Teamcenter client. Each object is represented by a unique image, and as you expand
each level, you can see the structure. Once you reach the Item Revision, you may see
more than one Dataset for each Item Revision. For example, when your business
process requires the Solid Edge draft file to have the same Document Number as its
3D part (.par), assembly (.asm), sheet metal (.psm) or weldment (.pwd) file, you will
have a draft (.dft) file with the corresponding number under the Item Revision. This
practice impacts how a company manages Revisions.
Each object must have a unique identifier (ID). For Items, this is called an Item ID.
In the following example, the Item ID for the Item (A) is 000130. The Item Revision
(B) for this item is /A ), which adds a unique Revision designation, followed by the
Dataset (C) and its Name.
The attributes that describe these objects are often the same, but when applied to
the Item, Item Revision or Dataset, they provide uniqueness. For example, since the
Name attribute is used by these three objects, to get a specific piece of information
you can specify the Item Name, Item Revision Name and Dataset Name.
For more information on Teamcenter terminology, see the Getting Started With
Teamcenter Express Guide (pub number tcx00002) or the Teamcenter Express
Installation and Configuration Guide (pub number tcx00001).
Basic file operations

Opening documents
You can open an existing document in the following ways:
• Use the Open command on the Application menu and then select the document
you want from the Open File dialog box.

• Open an existing document from the Startup screen using the Existing
Document option under Open.
• Open an existing document from the Startup screen using Recently Used
Documents under Open.
When you use the Open command to open an existing document from a managed
library, the document is checked out and copied to the local cache. When the
document is checked out, it is opened so you can work on it, but other users cannot
make edits to it. If the document you are opening contains links to other documents,
those documents are available as read-only. The Look In list displays your Home
folder and all available folders within the database from which you can select a
document, along with a list of searches you have saved. When you open another
managed document, you can select the document from the local cache list, and the
document in the managed library will be checked out and opened.
Note
An alternate method of opening Solid Edge documents is from the Teamcenter
Express rich client. Selecting File®Open on a Solid Edge dataset or double
clicking a Solid Edge file type from the Teamcenter Express portal opens
the document in Solid Edge. In the event Solid Edge is already running, the
document opens in the active application.
You can sort the list of entries or reorder the columns, by positioning your cursor
in whitespace on the Open File dialog box and clicking the right mouse button to
display commands that allow you to control the appearance of the list.
Tip
• You can use the Open As Read-Only option on the Open File dialog box
to open a document as read-only.
• If you do not know the location of the document, on the Open File dialog
box, click the Search button and define search criteria to locate the
document.
• You can use the Revision Rule option to specify how links in the selected
document should be updated when the document is opened.
• If working with Teamcenter Engineering, you can use the Variant Rule
option to specify the variant rule used when opening a document. The
variant rule is assembly-specific and is cleared if you select a different
assembly.
Saving documents
To save a document within Solid Edge Embedded Client:
• Use the Save command on the Application menu.
• Save the active document by selecting the Save icon from the Quick Access
toolbar at the top left of the Application window.
• Use the Save As command on the Application menu.

When you first save a new document, the New Document dialog box is displayed.
This dialog box is used to assign attributes to the document, such as the Item
ID, Revision, and Item Name. Solid Edge Embedded Client provides a default
document name and dataset description. You can use this dialog box to give the item
a meaningful name and description as well as specify other attributes, such as the
folder where you want to store the document on the disk.
The Item ID, Revision, and Item Name are required fields on the New Document
dialog box which aid in the organization and management of document data.
Closing documents
To close a document within Solid Edge Embedded Client:
• On the Application menu, click Close.
• On the Application menu, click Close®Close All.
The Close command closes the active document. If you have never saved the
document, you will be prompted to save the document. The Upload dialog box is
displayed so that you can give the document a name and specify a folder and format
to save it to.

You may change the values for some of the columns, such as Item Name, on this
dialog box. You can also set the value to either Check In or Upload Document.
• If you set the action to Check In, the document is saved to Teamcenter and
made available for other users.
• If you set the action to Upload Document, the document is saved to Teamcenter,
but remains checked out to you and is not available for edit by other users.
• If you made changes since the document was last saved, you are asked if you
want to save the changes. If the active document is read-only, you can save
changes by selecting Save As to save the document with a new name.
Exiting Solid Edge

To exit Solid Edge:
• On the Application menu, click Exit Solid Edge.
• Click the X in the upper right corner of the application window.
Exiting Solid Edge quits the application and prompts you to save any changes to
the open documents. The Upload dialog box is displayed so that you can give the
document a name and specify a folder and format to save it to.
User assistance
Solid Edge user assistance makes command information available as you perform
tasks. You can access command, conceptual, reference, and instructional information
any time during a design session.

User interface help features

• Tooltips help you identify a user interface element, including command icons,
option buttons, and other gadgets. When you point the cursor at a user interface
element, a label displays the name of the command and a brief description of
what it is. Where appropriate, the accelerator key combination that you can use
to invoke the command is displayed. There may also be an informational graphic
as well as a pointer to additional online Help. You can turn tooltips off and on
using the Show Tool Tips option on the Helpers page of the Options dialog box.
• The command tips provide contextual assistance as you work with Solid Edge.
You can enable them on the Helpers page of the Options dialog box.
Learning tools
• A comprehensive library of tutorials is available in every Solid Edge release.
You can find them on the startup screen, as well as by clicking the Solid Edge
Tutorials link in the Help window.
• Self-paced training courses and instructor-led training are available for Solid
Edge. You can find them when you click the Solid Edge On The Web link in
the Help window.
• You can use the About Solid Edge link on the Help window to see the software
version and license information.
Online Help
Solid Edge provides links to online Help, tutorials, and online training from the Help
window displayed when you click the Help Index icon . The Help Index button is
located at top-right on the command ribbon.
You also can press F1 whenever you need online Help during a design session. When
a command is active or if you have selected something in the graphic window, the
Help topic for that command appears. If no command is active, then the table of
contents for the Help topics appears.
There are different books of online Help available.
• Explore the What’s New information available in online Help. This also contains
links to Try It! exercises that you can use to quickly become familiar with the
most important new features in Solid Edge.
• If you are used to working with AutoCAD, you can benefit from the special Help
topics for AutoCAD users.
• For topics on customizing Solid Edge, use the Programming with Solid Edge
command on the Help window.
• Each Help book provides a structured table of contents, an index, and full-text
search capabilities provide easy access to Help topics.
• If you open Help by pressing F1, the appropriate Help book is opened
automatically.

Search tips for online Help

One of the most widely used features of online Help is the search function. Follow
these tips to get the most out of searching Help.
• To narrow your search results—Group elements of your search using double
quotes or parentheses.
Example
To get information about the Zoom slider but not the other zoom functions,
type “zoom slider” in the search box, and then click the List Topics button.
• To widen your search results or when you are not sure what something is
called—Use wildcard expressions to search for words or phrases. Wildcard
expressions allow you to search for one or more characters using a question
mark or asterisk.
Example
The search string dimension* displays topics that contain the term
"dimension," "dimensional," and so on.
• Further specify your search criteria—There are several things you can do to
tailor the search to get more specific results.
– Narrow your previous results by searching within the subset of topics using
the Search Previous Results option.
– To search for topics that include all forms of a word, use the Match Similar
Words option.
Example
For example, a search on the word "add" will find "add," "adds," and
"added".
– To find topics where the keyword is of primary focus, set the Search Titles
Only option before you search.
• Sort results alphabetically—After you have searched, click the Title column
header to sort the generated topic list alphabetically.
• Searches are not case-sensitive.
• Punctuation marks such as the period, colon, semicolon, comma, and hyphen
are ignored during a search.
• You cannot search for quotation marks.

Solid Edge Technical Support

The Global Technical Access Center (GTAC) provides technical support for Solid
Edge customers.
Accessing Support from Solid Edge

You can access many support functions directly from Solid Edge. On the Help
pulldown menu, click Technical Support. Then click the appropriate option to
request a WebKey account, to access the online support library, and so forth.
Contacting Support
In the USA and Canada, call 1-800-955-0000 or 1-714-952-5444. Outside North
America, please contact your local Siemens PLM Software office. For more
information or the telephone number of an office near you, call 800-807-2200.
You can also access GTAC on the Web:
http://support.ugs.com/
For problems relating to Microsoft SharePoint, you should contact Microsoft support
on the Web:
http://support.microsoft.com/directory
Premium Service
Full support for Solid Edge software

Our Premium Service plan features:
• Software upgrades
• Software fixes; service packs
• Unlimited telephone support services
• Toll-free line for opening support calls
• Live first-call support
• On-line Bulletin Board services
• Electronic call logging via the Web browser
• Easy payment plan
The Premium Service plan is the best value for software maintenance.

Lesson review
1. List the environments available when working in Solid Edge Embedded Client
with a user type of Synchronous Only.
2. List two ways to open a new document. List three ways to save a document.
3. What are the three objects that combine to fully describe the associated
document when you are working with Teamcenter?
4. Where can attributes, such as Item Name, be assigned to a document?
5. How can you find information about the Search command?

Activity: Create, save, and close a file
Objectives
In this activity, you will learn how to start Solid Edge with the Embedded Client and
use basic file operations. You will learn how to create, save, and close files, how to
assign properties to the document, and how to open existing files.
After completing this activity, you will be able to:
• Open any of the Solid Edge environments.
• Create a new part file in Teamcenter mode.
• Save a file in Teamcenter mode.
• Close a file.
Note
For this class, all students will be working in a common local folder on each
machine. The class training folder will be used when saving files. Instructions
for loading the class files are found in the Activity Data Set section of the
Course Overview. The activities assume a user type of Synchronous Only is
defined, and ANSI templates are loaded.
Activity
Step 1: On the Start menu, choose Programs®Solid Edge ST®Solid Edge.
The startup screen is displayed. Any of the Solid Edge environments can
be opened from this screen by creating a new document. You can open
an existing document or select a document from a list of recently used
documents. You can also launch tutorials from this screen.
Step 2: Notice the window title bar indicates Solid Edge ST - Teamcenter.
Solid Edge Embedded client is enabled and you are working in a
managed environment.
Step 3: Turn the Solid Edge Embedded Client off.

Click the Application button and choose Manage®Teamcenter.

Solid Edge Embedded Client is only activated when Teamcenter is

displayed in the window title bar. If Teamcenter is not displayed, you
are working in an unmanaged environment.
Click the Application button and choose Manage®Teamcenter to

turn Teamcenter on.
Step 4: Determine your user type.
Click the Application button and choose Solid Edge Options®User

Profile.
Verify your User Type is set to Synchronous Only.

You are using the direct modeling capabilities available in the
synchronous modeling environments Part and Assembly.
Click OK.
Step 5: Create a new managed part file.
Under Create, click Synchronous ANSI Part.
Note
The training activities assume ANSI templates are loaded for your
use. Your display may differ.

The Login to Teamcenter dialog box is displayed.
Step 6: Log in to Teamcenter.

The first time you access Teamcenter you must log in. Enter your
Teamcenter User ID and Password, and then select the appropriate
database.
Click Login and a new document is displayed.
Step 7: You now have a blank part file open. Examine the screen noting
Teamcenter in the title bar and the formula for the document which
is displayed in PathFinder.

If the formula for the document is not visible, click the PathFinder
tab .
Step 8: Begin creating your 3D solid base feature by drawing a sketch for the
base feature.
Choose Home tab®Draw group®Rectangle.
Position the cursor over the base coordinate system so that the XY
principal plane highlights, then click to select it.
Tip
You can use the QuickPick feature to make selecting the principal
plane easier.
Notice the alignment lines attached to the cursor. The alignment lines
are oriented to the principal plane you selected.

Step 9: Click to define the start point of the rectangle.

Move your cursor to the right, and notice that the Width and Angle
boxes on the left side of the screen update to reflect the current
cursor position.
Step 10: Position the cursor so that the Width value is approximately 2.50 in and
the Angle is exactly 0.00 degrees, then click to define the second point
of the rectangle.
Step 11: Position the cursor so that the Height value for the rectangle is
approximately 2.00 in, then click to define the third point of the rectangle.
The sketch region is formed when 2D elements form a closed area.
Step 12: Use the sketch region to create a solid feature.

Choose Home tab®Select group®Select.
Position the cursor over the sketch region and click to select it.
The QuickBar floating menu is displayed in the graphics window. It

displays a list of possible actions and the available options for the
current action.
An Extrude handle is displayed near where you selected the sketch.
It is used to construct the feature.
Position the cursor over the extrude handle and when it highlights,
click to select it.
Position the cursor below the sketch, type 1.25 in the dynamic input
box, and then press Enter to define the extent for the feature.
The solid base feature is displayed and the sketch is no longer displayed.
Sketches are discarded after you construct a feature.

Step 13: Hide the base coordinate system using the options in PathFinder.
In PathFinder, expand the References collector and the Coordinate
Systems collector.
Clear the check box adjacent to the Base entry.
The Base entry in PathFinder changes color and the Base coordinate
system is hidden in the graphics window.
Step 14: Choose View tab®Orient group®Fit to resize the view and display
the entire part.
Step 15: The file has not been saved or named. Save the file.
On the QuickAccess toolbar, click Save .
The Properties dialog box is displayed automatically upon the first save
of a document. This dialog box is used to define properties specific to
the document. In the managed environment, you will be using common
property dialog boxes to capture document attributes.
Note
You can turn off the automatic display of the Properties dialog
box upon the first save of a document by choosing Application
button®Solid Edge Options®Save. On the Save page, clear the
Prompt for File Properties on First Save check box.
Click Cancel.
The New Document dialog box is displayed. This dialog box is used to
assign attributes to the document to make it easier to manage. You will
see a similar dialog box whenever new files are created or existing files
change.

Step 16: In the New Document dialog box, ensure the Item Type column is set
to Item.
Note
Once you assign an Item Type, that attribute becomes read-only
and cannot be modified.
The table cells indicated with red asterisks must contain content prior
to loading them into Teamcenter. You can type the information or have
it generated for you.
Step 17: In the New Document dialog box, assign an Item ID, Item Name, and
Revision attribute to the managed document.
Click Assign All to automatically assign an Item ID, Item Name,

and Revision to the document. The Item ID contains a unique value.
Step 18: Select the Dataset Description cell and type Part Created in Activity 1.
The Dataset Description is blank when a single new document is listed.
The file name is used when multiple new files are shown. You can use
this field to provide a description of the item, with a maximum of 240
characters.
Step 19: In the New Document dialog box, click OK. The document is saved to
disk.

The formula in PathFinder now reflects the new information assigned

to the document: Item ID/Item Revision-Item Name. However, the
document is not loaded to the Teamcenter database until it is closed.
Step 20: Close the file by selecting Application button®Close.

Closing the document loads it into the Teamcenter database.
Note
Since no Folder was specified on the New Document dialog box,
the item will be created in the Newstuff folder in your Home folder
in Teamcenter.
Step 21: Reopen the file you created and saved.

On the startup screen, under Open, click Existing Document.
In the Open File dialog box, double-click the folder containing the
document you want to open.

In the Open File dialog box, select the document you want to open
from the Look In list.
The Look In list displays all available folders from which you can
select a document, along with a list of any searches you have saved.
Click Open.
Step 22: Use Command Finder to display conceptual information regarding

closing a document.
On the status bar, in the Command Finder box, type the term: close
document.
Click Go to display results that contain your search term.
In the Command Finder dialog box, point to Close and notice how the
display changes to demonstrate the location of the Close command.

Step 23: In the Command Finder dialog box, click Close to run the command,
closing the active document.
Step 24: Click OK to check the document in to Teamcenter and exit Solid Edge.
This completes the activity.
Activity summary
In this activity, you learned how to start Solid Edge with the Embedded Client and
how to use basic file operation commands. You learned how to create, save, and close
files, how to assign document properties that make files easier to manage, and how
to open existing files from a managed environment.
Now you will be able to:
• Open any Solid Edge document in a managed environment.
• Create a new Solid Edge part in a managed environment.
• Save a Solid Edge file in a managed environment.
• Open an existing Solid Edge document.
• Use Command Finder to locate and execute Solid Edge commands.
• Close a managed file.

Lesson summary
The best way to learn the functionality of the Solid Edge Embedded Client is to
spend time using it.
Things to remember:
• When browsing for Solid Edge files in Teamcenter mode, you will be presented
with the data from the Teamcenter database.
• The Login to Teamcenter dialog box only displays when you start a new Solid
Edge session. Once a document is open and you are connected to Teamcenter,
it no longer displays.
• Saving a document saves it to disk and creates it in Teamcenter, but it is not

loaded to the database until it is closed.

Lesson
2 Searching and viewing data
Objectives
• Understand Items, Item Types, Item Revisions and Datasets.
• Execute searches to find item objects.
• Find and open Solid Edge documents using the Solid Edge Embedded Client.
• Create custom saved searches.
• Customize the display of document attributes on the Open File dialog box.

Lesson 2 Searching and viewing data
Searching for documents

You can click the Search button, located on many of the Open File dialog boxes and
tabs within Solid Edge, to display the Search dialog box. The Search dialog box
assists you in locating documents that meet a defined search criteria.
You can search for documents based on such attributes as Name, Item ID, and
Revision. The system delivers a list of named searches you can use to locate
documents. Each named search displays only the attributes associated with that
type of search. For example, an Item named search displays only the attributes
needed to support the Item. By narrowing the list of available attributes you can
quickly and easily define your search criteria.
Note
You can use an asterisk (*) to do a wildcard search. For example, if you are
looking for all Item IDs that contain 260, you can type *260*.

Searching and viewing data
Searching for Items

Items are the fundamental objects you use to manage data in a Teamcenter
environment. Items are used to store data that is configuration or revision-controlled
such as business data from CAD files and document files such as those created
in Microsoft Office.
Each item has a label containing two pieces of information:
A unique identifier for that item similar to a part number
Item ID
or document number.
A short description of the item, such as a bolt, bracket, or
Item Name
title of a document.
Using the system-defined searches, you can search for documents based on their
Item ID or Item Name as well as other properties associated with the Item.
Searching for Item Types

To search for an item, you should search for a specific type of item. The term item
describes all types of items that exist in the database.
The following types of items are delivered with Solid Edge Embedded Client and
Teamcenter Express:
Item Type Description

Used for data that is revision or
configuration-controlled, such as test procedures or
design specifications (such as Microsoft Word, Excel,
Document
and PowerPoint documents). Searching for this type
of item retrieves the documents associated with the
item.
Contains data related to an engineering change and
Engineering Order can also be used as part of a workflow to route change
information.
Used for data stored in the database that represents
manufactured parts, subassemblies, end-items, and
tools. You search for this type of item to find CAD files
Item
and other representations of part data such as 2D or
3D images of drawings or models, or to view the bill of
materials for your product.
Standard Used for standard or purchased parts.
You can search for item types using the system-defined search Item-simple.

Searching for Item Revisions

Item revisions manage changes to items. When you create an item, the first
item revision is automatically created for you. As you make changes to the item,
additional item revisions are created to represent the revision changes.
Item revisions are what most users commonly access. They are used to manage
changes and track history of the items.
Item revisions contain objects referred to as forms and datasets. Forms contain
attribute data for the item revision. Datasets represent the physical data files for
the item revision. Revisions may also contain other objects, such as folders and
other item revisions.
There is a system-defined search to find objects based on Item Revision.
Searching for Datasets

Datasets manage data files and are typically stored in item revisions. The icon
preceding the dataset name will vary depending on the associated application.
Double-clicking a dataset launches the software application and loads the file in
the application.
Icon Type File Purpose

SE Part .par Solid Edge file
Text .txt Text document
MSWord .doc Microsoft Word document
MSExcel .xls Microsoft Excel spreadsheet

Searching for non-Solid Edge documents

Solid Edge supports object linking. As a result, you can use Excel spreadsheets
to document parts lists or bills of material, apply Microsoft Word documents as
instructions for detailing a product, or link to images for product definition. In
a Teamcenter-managed environment, Teamcenter maintains these links similarly
to the links between draft documents and the 3D documents. The non-Solid Edge
document is saved under the same Item Revision as the parent document or to a
new Item and Item Revision.
Supported non-Solid Edge documents include Microsoft Office Excel (.xls and .xlsx)
and Microsoft Office Word (.doc and .docx). Image documents supported are Joint
Photographic Experts Group (.jpg), bitmap (.bmp), and Tagged Image File Format
(.tiff)
Use the system-defined search for Item Revision or Item to find non–Solid Edge
documents within the Teamcenter-managed environment.

Defining custom searches

In addition to the system-defined searches, you can create and save custom searches
by defining the search criteria, providing a name for the search, and clicking Save on
the Search dialog box.
Custom searches are saved in the My Searches folder in the Look In portion of the
Open File dialog box.
Searching and viewing additional properties

In addition to the default properties visible on the Open File dialog box, you can
search on and view any property synchronized with Teamenter. The Columns
command, available from the shortcut menu when document properties are
displayed, provides you options for displaying property information in addition to
the default information.
These options can be set for columns appearing in the Open File, New Document,
Upload Document and Cache Assistant dialog boxes.

Lesson review
1. Objects which are used to store data that is configuration or revision-controlled
are called _________________________.
2. True or False: Each object is described by a name, description, and creation date.
3. True or False: You can search for documents based on attributes such as name,
Item ID and Revision.
4. Name three of the Item types delivered with Solid Edge Embedded Client.
5. True or False: Item Types are used to manage changes and track history of items.
6. What workspace object is used to manage data files created by other software
applications?
7. Non–Solid Edge documents such as Microsoft Excel and Word documents as well
as image documents are saved in the same _________ _________________ as the
parent or to a new Item and Item Revision.
8. True or False: The creation of custom searches requires special privileges.

Activity: Open and search for files
Objectives
In this activity, you will learn how to find an existing Solid Edge file in the Embedded
Client using the Search command with search criterion you define. Also, you will
create and save custom searches you define.
Following this activity, you will be able to:
• Open a managed Solid Edge file.
• Run a search to find particular Solid Edge files in a managed environment.
• Create a customized search and save the search for future use.
Activity
Step 1: On the Start menu, choose Programs®Solid Edge ST®Solid Edge.
Solid Edge displays the startup screen.
Step 2: Search for and view the properties of an existing document.

On the startup screen, click Existing Document under the Open
options.
Log in to Teamcenter.
The Open File dialog box is displayed. A file location (Look in:) and
file name (File name:) are required to open an existing document.
For this Activity, the location of the part file desired is not known, so
you will search to determine the location of the file.
In the Open File dialog box, ensure Files of type: is set to Part
documents (*.par) and click Search.
In the Search dialog box, click the arrow to expand the Saved
Searches list.

In the Search dialog box, notice there are a number of saved searches
predefined for you. For example, you can search on attributes related to
Item Revision, Objects in Projects, or a number of other attributes.
From the list of predefined searches, select Item.

You are notified that the maximum number of search properties that
is recognized is 18.
Click OK to dismiss the dialog box.

Click Erase to clear the existing criteria.
From the Type list box, select Item.
From the Owning User list box, select your login.
Click Search.
When the search is complete, the Open File dialog box displays the
search results.
Click the Item ID of the part created in the previous activity.

A preview of the item is displayed in the Preview pane on the right
side of the Open File dialog box.
Use the scroll bar at the bottom of the document list to view the
attributes associated with the document.
The Item ID, Revision, Item Revision, Teamcenter Status, Document

Name, Identifier, and Description columns are displayed by default.
Step 3: Click Open to open the file in the Solid Edge Part environment.
Step 4: Add dimensions to your base part using the Smart Dimension command.
Select Home tab®Dimension group®Smart Dimensions and place
dimensions for the length, width, and height of your base part.
Step 5: Save the part file and close it.
On the QuickAccess toolbar, click Save .
On the Application menu, click Close.
Step 6: On the Upload Document dialog box, set the Action to Check-in and
click OK.
In addition to using predefined searches to locate documents, you can
define and save custom searches.

Step 7: Define a custom search using the predefined search named Item,
together with search criteria for Item Type and Created After.
From the startup screen, click Existing Document.
In the Open File dialog box, click Search.
Click OK to dismiss the notification dialog box.
Click Erase to clear the existing criteria.
In the Search dialog box, in the Type list box, select the search
criteria Item.
From the Owning User list box, select your login.
In the Created After box, type yesterday’s date. Use the format
day-month-year. Example: 08–Sep-2008.
Step 8: Name, save, and run the custom search.

Click the Saved Searches list box, and type MySearch to give your
search a unique name.
Click Save to save the search criteria you defined.

The saved search will be available in the My Searches folder on the
Open dialog box
Click Search to run the search.
The search you saved is displayed in the Look In: portion of the Open
File dialog box and the results of the search are displayed in the
document list.
Step 9: Expand the list of document attributes shown for your document to
include the Item Name.
Right-click inside the document list area and click Columns. The
Format Columns dialog box is displayed.

Select the check box adjacent to the Item Name and click OK.
Step 10: Expand the view on the Open File dialog box so that you can see all
the properties shown for this item.
Click the Expand button on the right side of the property

information.
Notice the document list portion of the Open File dialog box expands
to cover the Preview information.
The Item Name is listed in addition to what is present by default. You can
use the Format Columns dialog box any time file properties are shown.
Step 11: Use the Shrink button to return the display of the document list
back to its original size.
Step 12: Select the document found by the search.

Note
If the search results do not display the file you are looking for,
make sure the file type you desire is selected on the Open dialog
prior to conducting the search. For example, if you are looking
for a part, but the file type is set to assembly, the part will not
be found by the search.
Click Open to open the file in the Solid Edge Part environment.
Step 13: Use the Fit command to fit the document to the view and then save the
document.

On the Upload Document dialog box, click OK to Check-in the

document.
Step 14: Exit Solid Edge.

This completes the activity.
Activity summary
In this activity, you learned how to use the Search command to find a particular file
based on a set of search criterion that you defined. Additionally, you learned how
to create and save a custom search based on properties you chose as well as how to
display additional file attributes using the Columns command.
• Run a search to find particular files.
• Create and save a customized search.
• Open a managed Solid Edge file located using the Search command.
• Customize the display of document attributes using the Columns command.

Lesson summary
In this lesson you reviewed the data set model for Solid Edge Embedded Client and
learned how to search for document attributes based on this data model.
Things to remember:
• Items are generally used to store revision-controlled information.
• Each item has at least one item revision.
• Item revisions store specific information about a particular revision of an item.
• A dataset is an object that stores and manages a collection of data files.
• Document attributes such as Name, Item ID, Revision, and Item Name can be
found in the database using the Solid Edge Embedded Client Search command.

Lesson
3 Preparing and loading

unmanaged documents into
Teamcenter
Objectives
After completing this lesson, you will be able to prepare unmanaged documents for
loading into Teamcenter using:
• Attribute mapping to map Solid Edge properties to Teamcenter attributes.
• Custom property definition to define properties for importing non-Solid Edge

documents.
• A dry run of the Add to Teamcenter process.
• Add to Teamcenter to add the documents into the Teamcenter-managed

environment.

Lesson 3 Preparing and loading unmanaged documents into Teamcenter
Managing documents and data

Solid Edge documents store project designs. Most often, complete projects are
comprised of many Solid Edge documents. The relationships that exist among these
documents must be tracked and maintained. Since project designs change over
time, document versions must also be tracked and controlled. A well-controlled
system provides easy access for those with proper authority for reviewing, printing,
editing, and approving documents, and protects documents from access by those
without proper authority. The workflow required to accomplish these tasks is called
document management.
Preparing to add documents to the managed library

Many times the data that comprises projects consists of individual documents that
exist in an unmanaged environment. There are a few things you should do before
you add unmanaged documents to Teamcenter. You should:
• Remove documents you do not want to manage.
• Find duplicate document names.
• Scan for invalid document names.
• Map Solid Edge properties to Teamcenter attributes.
• Create custom properties to define the Item Revision for non-Solid Edge
documents including image files, .pdf documents, and Office 2007 documents
(MS Word, MS Excel, MS PowerPoint).
• Find and repair broken links.
Remove unwanted files

When you add a folder to the library, every document in the folder is added to the
library, regardless of whether or not you want to manage them. You should remove
any documents that you do not want to manage before adding the folder to the
library. These documents might include text or log files that reside in the folder
you want to import.
Find duplicate document names

You can add duplicate documents to a managed library, but duplicate document
names cannot exist in the same folder. If duplicate document names are found, you
should ensure that you are adding the correct document to the library.
Find invalid document names

Teamcenter supports the same conventions that the file system supports for naming
folders and documents. Folder and document names can consist of all Unicode
characters except the following characters: # : \ ? * < > % / | " ~ !
Search your local folder for invalid document names before adding them to
Teamcenter.

Preparing and loading unmanaged documents into Teamcenter
Use attribute mapping to map Solid Edge properties to Teamcenter

attributes
Attribute mapping defines what document properties you will exchange between
Solid Edge and Teamcenter. In Teamcenter, the key attributes used to track part
numbers and revisions are Item ID, Revision ID, and Item Name. Each of these
attributes is limited to a maximum number of characters. By preparing your data to
properly map existing Solid Edge properties to these attributes before adding them
to Teamcenter, you can minimize future efforts. The Solid Edge properties that are
automatically mapped to Teamcenter attributes are displayed in Solid Edge on
the Project tab of the Properties dialog box. when a document is open, you can
access the Properties dialog from the Application menu by choosing Properties®File
Properties, and clicking the Project tab.
Maximum
Maximum character length,
character length, Teamcenter
Solid Edge Teamcenter
Teamcenter Unified
property attribute
Express V1, V2, Architecture;
V3 Teamcenter
Express V4
Document Number Item ID 32 characters 128 characters
Revision Number Revision ID 32 characters 32 characters
Project Name Item Name 32 characters 128 characters
If the Document Number is left blank, Teamcenter automatically generates an Item

ID and assigns it for you. If these fields are properly populated, your Teamcenter
database will be more accurately populated from the start. It is recommended that
you populate these fields prior to loading any data.
Note
When unmanaged 3D documents are imported into Teamcenter using the
same Document Number property, a unique document number is assigned to
each 3D file being imported. As a result, in Teamcenter there can only be one
non-Draft Solid Edge file within each item revision. However, multiple Draft
files using the same Document Number property can accompany a single
3D file in an item revision.
Creating custom properties

You can create custom Solid Edge properties to map to Teamcenter attributes such
as Item Type and Dataset Description. You should also create custom properties to
define the Item Revision for non-Solid Edge documents including image files, .pdf
documents, and Office 2007 documents (MS Word, MS Excel, MS PowerPoint).
Maximum character
Solid Edge property Teamcenter attribute length
Teamcenter Item Type Item Type 32 characters
TC Engineering
Dataset Description 240 characters
Description
Dataset Name Dataset Name 128 characters

Note
The Solid Edge Property to Teamcenter Attribute mapping is case sensitive.
When you create custom properties, be sure to use the capitalization shown
in the table.
Importing non-Solid Edge documents into Teamcenter

When non-Solid Edge documents are added to the Teamcenter database using Add
to Teamcenter, the custom properties that map Solid Edge properties to Teamcenter
attributes is used. If the Item Type, Item ID, and Item Revision are defined, the
non-Solid Edge document is uploaded into Teamcenter using the defined property
mappings. However, if any defining properties are missing, the Teamcenter attribute
is automatically assigned as with any other document type.
Caution
If the Solid Edge property that defines the Teamcenter Item Revision is not
defined, the Item Revision will be auto-assigned upon import. The non-Solid
Edge document may not receive the same Item Revision number as its
parent document. Create custom properties to map Solid Edge properties to
Teamcenter attributes defining the Item Revision before adding the non-Solid
Edge document to Teamcenter.
Conduct a dry run with Add to Teamcenter

You can use the Add To Teamcenter program, located in \Program Files\Solid Edge
ST \Program, to perform a dry run to accomplish many of the document preparation
tasks.
As the dry run scans the list of documents to be added to Teamcenter, it checks for
filename length, invalid characters, and identifies files that contain broken links.
The dry run builds an ordered list of your files and produces the list in .xml format.
During the dry run, you have the opportunity to view log files and suspend the
Add to Teamcenter process to fix the broken links. If no broken links were found,
you can add the documents to Teamcenter and update the status of the documents
to Checked In.

Using automated tools for data analysis

A set of programs is available to assist in automating the process
of analyzing and fine tuning data before loading it into Teamcenter.
The Analyze Files (AnalyzeAndBuildspreadsheet.exe), Link FixUp
(LinkFixUpSearchExcelForReplacement.exe), and Modify Files
(ModifyIndividualFilesInSpreadsheet.exe) programs are installed with
Solid Edge and located in \Program Files\Solid Edge ST\Program. You can run the
programs directly from the folder system on your computer.
Note
Microsoft Office Professional 2003 or 2007 must be installed on your computer
to run the programs. Processing more than 65,536 files requires Office 2007
and the input file must be in .xlsm document format.
The Solid Edge Embedded Client User’s Guide for Administrators and Clients,
accessible from the Help menu in Solid Edge ST, provides additional information
on using the programs.
Analyze your unmanaged files

The Analyze Files program, AnalyzeAndBuildSpreadsheet.exe, provides an
automated set of tools for evaluating your unmanaged files. The program:
• Evaluates Solid Edge files for duplicate document number values, duplicate file
names, empty revision entries, empty project names, and broken links.
• Performs a file name length analysis.
• Evaluates the Solid Edge to Teamcenter property mapping.
Fine tune your data

You can fine-tune the data generated by the analysis through the use of the
analysis spreadsheet, DataPrepUtilitiesTemplate.xls. You can use its functions to
manipulate your data so that it correctly represents the data that will be imported
into Teamcenter.
Caution
It is imperative for your unmanaged data to be evaluated and corrected prior
to import so you can have a correctly populated Teamcenter database from
the start and minimize future efforts.
If you use custom Solid Edge data properties, you must define the custom properties
for use in Teamcenter using row 7 of the spreadsheet DataPrepUtilitiesTemplate.xls
located in \Program Files\Solid Edge ST \Program.
Fix broken links

The LinkFixUp program, LinkFixUpSearchExcelForReplacement.exe, locates the
Excel spreadsheet produced from the file analysis process and defines the parameters
used for repairing broken links before you import them into Teamcenter.

Update the files

The Modify Files program, ModifyIndividuaFilesInSpreadsheet.exe, updates
unmanaged Solid Edge files based on entries in the spreadsheet that is produced
as the output of file analysis. New property values are saved in the unmanaged
Solid Edge files.
Adding unmanaged documents to Teamcenter

You can add multiple Solid Edge files and folders into the Teamcenter database
without starting the Solid Edge application using AddToTeamcenter.exe, located in
\Program Files\Solid Edge ST\Program. The documents that you select to add to
the managed library are called direct documents. These direct documents may
contain links to other documents or reference other documents, which are known
as indirect documents. For example, when you add an assembly to a managed
library, all the parts and subassemblies within the selected assembly are indirect
documents, if you select only the assembly document to add to the library. Similarly,
a part copy within a part document or a part referenced within a drawing document
are also indirect documents.
Note
Before running the executable, ensure that you are able to successfully create
and save Solid Edge files to theTeamcenter database.
Running Add to Teamcenter

When you run the Add to Teamcenter program, the Add to Teamcenter dialog box
displays providing you options for loading your files into the Teamcenter database.
Whether you are casually adding a few documents or folders, or a performing a bulk
import of a massive amount of data, you should start with a dry run to analyze your
data and report any problems. The dry run identifies files that contain broken links,
invalid characters, and duplicate filenames and provides you the opportunity to
correct any problems found before continuing.
Caution
If you choose to skip the dry run, the list of documents is built from your
input, but broken links are ignored by further processing.
Log files
When you run the Add To Teamcenter program, log files are generated that
contain errors or warnings occurring during the file upload transaction. The
default location for log files is, \Documents and Settings\<username>\Application
Data\Unigraphics Solutions\Solid Edge\Version 100\Log Files. This location is
determined on the File Locations page of the Solid Edge Options dialog box.
There are several types of log files that aid you in monitoring the success
or failure of your documents loading into the Teamcenter database. The
ATTSuccessFailureLog_<timestamp>.csv file lists the documents you are importing
and provides a summary of success or failure of the import process for each file.
Double-clicking the .csv file opens it in Microsoft Excel. The first column of the log file
indicates the success or failure of the file to load into Teamcenter. The second column

lists the filename of the unmanaged file. The third column provides a reference to the
developer log AddToTeamcenter_<unique id>.log. The AddToTeamcenter_<unique
id>.log contains detailed information so you can investigate the reason for a problem
encountered loading a file.
The SEEC User Log <timestamp>.xml file contains a summary of actions taken by
the Add to Teamcenter process to correct the data and load it into the database.
These actions are logged as warnings with messages specific to why the corrective
action was taken. If a file fails to load, an error is shown in the summary log
with a message explaining why the file failed to load. The contents of this log file
displays in the SEEC Summary dialog box when you are importing files using Add
to Teamcenter.
The final log file type is the TALLog_<timestamp>.xml file. This log file is a developer
log and uses a specific filename format to make each one unique. The filename
format consists of the description followed by a timestamp and the file extension.
For example, TALLog_20080514131232.log. The timestamp is a 14 digit unique
identifier using the format YYYYMMDDHHmmss where:
• YYYY is the year. In the example, 2008.
• MM is the month. In the example, 05 is May.
• DD is the day. In the example, 14 is the 14th.
• HH is the hour using a 24–hour clock beginning at midnight which is 00 and

going through 23, which is 11:00pm. In the example, 13 is 1:00pm.
• mm is the minute. In the example, 12 is 12 minutes past the hour.
• ss is the seconds. In the example, 32 is 32 second past the minute.
All log files persist from one Add to Teamcenter session to another, so you need to
work with your system administrator to develop a schedule to archive the contents
of the \Documents and Settings\<username>\Application Data\Unigraphics
Solutions\Solid Edge\Version 100\Log Files folder and free space on your computer.
Output files
When you run the Add To Teamcenter program, files are generated as output of the
process. All output files created from one input list have the same timestamp so it is
easy to identify which output file is related to another. The default location for output
files is, \Documents and Settings\<username>\Application Data\Unigraphics
Solutions\Solid Edge\Version 100\Log Files.
The BrokenLinkLog_<timestamp>.xml contains information regarding the broken
link and the parent document.
The Unordered_<timestamp>.csv file is written at the completion of the scan for
broken links. Double-clicking the .csv file opens it in Microsoft Excel. This file cannot
be used as input to the Add to Teamcenter process.
The Ordered_<timestamp>.csv contains a list of the ordered list of files and the
reverse links for the files you specified to be added to Teamcenter. If a file has a
reverse link, it will be in the list twice with two order numbers and listed twice in
the pass/fail log. This file is generated by either the output from a dry run or as a
result of the pass/fail log.

Note
You can rename the Ordered_<timestamp>.csv file and use it as an input file
to Add to Teamcenter, however the format must match the expected input.
You can only submit one .csv file for processing at a time.
The AddToTeamcenter_<unique id>.log contains detailed information so you can

investigate the reason for a problem encountered loading a file.
The SuccessFailureLog_ <timestamp>.csv file is written once per Add to Teamcenter
session even if you elect to suspend or retry the upload process. The order number in
this file matches the order number from the Ordered_<timestamp>.csv file so you
can match up entreies between the two files during troubleshooting.
Each of the output files persist from one Add to Teamcenter session to another,
so you need to work with your system administrator to develop a schedule to
archive the contents of the \Documents and Settings\<username>\Application
Data\Unigraphics Solutions\Solid Edge\Version 100\Log Files folder and free
space on your computer.
Resuming Add to Teamcenter

When you use the AddToTeamcenter.exe program, some requested actions may not
complete, or they may complete with warnings. In either case, a notification dialog
box is displayed. You cannot start a new import of files into the Teamcenter database
until the previous one is completed or canceled.
The options on the notification dialog box determine how you proceed. You can view
the log generated by the process, view a summary, continue, cancel, suspend, or
view help regarding the upload process.
• View Log —Displays the Add to Teamcenter log file.
• Summary—Displays the SEEC Information dialog box providing a quick

summary of errors or warnings encountered during the Add to Teamcenter
process.
• Continue-Continues the Add to Teamcenter process and starts loading the files
into the managed environment. This option is disabled if there are errors noted.
• Cancel—Exits the Add to Teamcenter process so you can start over. Any
processing is discarded and the queue is cleared of documents being loaded into
Teamcenter. You are returned to the Add to Teamcenter dialog box.
• Suspend—Interrupts processing and exits the Add To Teamcenter utility, but

leaves the import queue intact. Data already created in Teamcenter is not
deleted. When you later restart the Add To Teamcenter process using the Retry
button, the files resume loading from this point.
• Help—Displays help information regarding the dialog box options
If you previously suspended the transaction, the notification dialog box is displayed
automatically when you next start the Add To Teamcenter utility.

Overwriting documents using Add to Teamcenter

The AddToTeamcenter.exe program compares the item number, revision, and dataset
values of a document with those existing in the Teamcenter database. As a result,
you can import files over files that already exist in the Teamcenter database. Add
To Teamcenter adds the import time to the original file, and on subsequent loads,
it checks to see if the modified date is after the import date. If the document being
imported has not been modified since the last import, it is recognized as already
being in the database and is not re-added to Teamcenter on subsequent imports.
However, if the unmanaged file is modified after its initial import into the database,
on subsequent imports you are given the options to:
• Check out the document and overwrite it.
• Check out all files that exist and overwrite them.
• Leave the file and use the file already in the database.
• Leave all files and use the ones that already exist in the database.
• Cancel the import process.
In the event the Add To Teamcenter comparison discovers an item number that
already exists in the database, it compares the file being imported to all revisions,
datasets, and files that comprise the dataset. If a match is found, you are given
the opportunity to determine the action on the file being imported. If no match is
found, the file is assigned a new item number and a record of the action will be
placed in the log file.
For example, if the following information exists in Teamcenter:
Item ID 000100
Revision A
Dataset SE Part 000100/A
Named Reference part1_04112007.par
Revision B
Dataset SE part 000100/B
Named Reference 000100.par
Then when you import a file with 000100 as the document number, a comparison is
made between the file name of the file being imported against all named references
(ie., part1_04112007.par and 000100.par in this example). If it matches, you are
given the option to overwrite the file. If you choose not to overwrite, the file is
assigned a new item ID, which is recorded in the log file.

Lesson review
1. List three things you should do before adding documents to a managed
environment.
2. What is the significance of defining property information before adding

documents to a managed environment?
3. Where is the program AddtoTeamcenter.exe delivered?
4. If no document number is defined, where does the value for the Item ID come
from when the document is loaded into Teamcenter?
5. True or False: The log files and output files generated by Add to Teamcenter are
automatically archived after each successful import of unmanaged documents
into the Teamcenter-managed environment.

Activity: Prepare unmanaged documents for Teamcenter
Objectives
In this activity, you will prepare unmanaged documents for importing into a
managed environment by using Property Manager to set properties in groups of
files and create custom properties. Then you will perform a dry run of the Add to
Teamcenter process and then add the files to Teamcenter-managed environment.
• Set properties in groups of files.
• Create custom properties.
• Perform a dry run of data import.
• Use Add to Teamcenter to load unmanaged files to Teamcenter.
Activity
A folder containing unmanaged files has been made available for use with this
activity. Prepare and then load the unmanaged documents into Teamcenter.
Step 1: Start Solid Edge with Teamcenter enabled.
Step 2: Use Property Manager to define the properties of the files that will
exchange between Solid Edge and Teamcenter.
On the Application menu, click Property Manager.
In the Select dialog box, navigate to, and select the SEEC Class Files
folder containing the files whose properties you want to define.
In the Select dialog box, click Add>> to add the folder to the Edit
Properties list.
Click OK.
In the Property Manager dialog box, expand the SEEC Class Files
folder by clicking the + beside the folder icon.
Note
A warning dialog box may be displayed indicating that some
files cannot be processed. This happens if there are files in the
folder that do not support properties. If this warning message
is displayed, click OK in the dialog box to dismiss the warning.

The Property Manager dialog box displays the unmanaged files that
will be imported into Teamcenter. Solid Edge properties exchange
as follows in Teamcenter:
Solid Edge File
Solid Edge Teamcenter
Property
Revision Number Revision ID Project
Project Name Item Name Project
Document Number Item ID Project
TC Engineering
Dataset Description Custom
Description
Teamcenter Item Type Item Type Custom
Note
If the Document Number is left blank, a unique Item ID is
automatically generated and assigned for you.
Since the Solid Edge property Project Name becomes the Item Name
in Teamcenter, you should edit the Project Name to reflect a short
description.
Leave the values for the Document Number blank and enter the
Project Name information as shown for each entry in the Property
Manager dialog box.

On the Property Manager toolbar, click Save .
Click OK in the Property Manager dialog box.
Step 3: Prior to adding unmanaged documents into the managed environment,

it is important to clear the local cache.
Note
Cache management is a topic that will be discussed in depth in
a later lesson.
To clear the cache, on the Application menu choose Manage®Cache

Assistant and log in to Teamcenter if prompted.
In the Cache Assistant dialog box, click Delete All on the lower right
of the dialog box.
In the Delete All Projects from Cache dialog box, click OK. Then
click Yes to confirm.
Close the Cache Assistant dialog box.
Step 4: Exit Solid Edge.

Note
The Add to Teamcenter utility should not be run while Solid Edge
is running.
Step 5: Run Add to Teamcenter.

In the \Program Files\Solid Edge ST\Program folder, run
AddToTeamcenter.exe.
Log in to Teamcenter by entering the required information in the

Login to Teamcenter dialog box.
The Add to Teamcenter dialog box is displayed.

Step 6: Perform a dry run of adding your unmanaged documents to the managed
environment.
In the Add to Teamcenter dialog box, select the SEEC Class
Files folder containing the files you want to add to the
Teamcenter-managed environment.
Click Add to add the selected folder to the Folders and Documents To
Be Added list.
To link the files that are to be added to Teamcenter to a specific

folder, select the Add Documents To This Folder check box.

Note
If no destination folder is specified, the documents are added
to the folder Newstuff. Leaving the Add Documents to This
Folder box cleared will add the files to Teamcenter but they
will not be linked to any folders in the database.
Click Browse for Library Folder to select a folder from the

Select Folder dialog box.
Click Home, then click New to create a new folder. Name the new
folder Valve and provide a description of Documents for Class.
Then click OK.

Click Dry Run (analyze data and report problems).
From the Overwrite list, select Prompt.
Click OK to start the dry run.
Step 7: The Validations Complete dialog box notifies you of warnings regarding
the data validation process.
Step 8: Click Summary to view the information regarding your unmanaged

documents.
The message indicates the Document Number property in Solid Edge

was not defined. The Add to Teamcenter process will automatically
assign unique document numbers for you.

Caution
For the purposes of this activity, letting the Add to Teamcenter
utility automatically assign the Document Number for you is
appropriate. In some cases, you may want to manually assign
the Document Number property using Property Manager or the
Analyze Files, Modify Files, or Link FixUp programs delivered
with Solid Edge.
Click OK.
Step 9: Click Continue to load the unmanged files into the managed environment
As documents are added to the Teamcenter database, the progress of
each group of transactions is displayed in the status bar of the Add to
Teamcenter dialog box.
Status Message Examples
• Checking for documents...
• Processing documents 1 to 11 of 11.
• Loading documents 1 to 11 of 11.
The Add to Teamcenter Complete dialog box is displayed and notifies

you the process is complete.
Step 10: Click OK to dismiss the Add to Teamcenter Complete dialog box.
Step 11: Click Cancel to dismiss the Add to Teamcenter dialog box.
Step 12: View the ATTSuccessFailureLog_<timestamp>.csv log file to see the

summary of success or failure of the import process.
In a Microsoft Explorer window, navigate to \Documents
and Settings\<username>\Application Data\Unigraphics
Solutions\Solid Edge\Version 100\Log Files.
Double-click the ATTSuccessFailureLog_<timestamp>.csv file.

The file opens in Microsoft Excel and lists the documents you are
importing, providing a summary of success or failure of the import
process for each file.

Step 13: Verify each of your unmanaged documents display a summary of Success
and exit Excel.
Note
Do not continue with the lessons until each of your unmanaged
documents successfully load into Teamcenter.
Activity summary
In this activity, you learned how define properties that exchange between Solid
Edge and Teamcenter as part of the process of preparing unmanaged documents
for importing into a managed environment. Also, you learned how to use Add to
Teamcenter to perform a dry run and then load the documents into the managed
environment.

Lesson summary
Many times, complete projects consist of multiple documents. Since project designs
change over time, it is important to have a well-controlled system to facilitate the
management of those documents.
Things to remember:
• Proper preparation prior to adding documents to a managed environment
minimizes future efforts.
• When a folder is added to a library, the entire contents of the folder are added
to the managed environment. Remove any outdated or unwanted files from the
folder prior to adding them to Teamcenter.
• The key attributes used to track part numbers and revisions are Item ID,
Revision ID, and Item Name.
• When you add documents to Teamcenter, if the Document Number property is

left blank, the Item ID is automatically generated and assigned for you.

Lesson
4 Creating new content in the

managed environment
Objectives
• Create an assembly in the managed environment.
• Navigate the document structure using PathFinder.
• Create in-place additions to the document.
• Create a draft from the assembly.
• Save and upload the documents into Teamcenter.

Lesson 4 Creating new content in the managed environment
Understanding PathFinder
The PathFinder helps you work with the components that make up your assembly. It
provides alternate ways to view the composition and arrangement of the assembly,
besides looking at the graphics in a regular assembly window. You can also use
PathFinder to in-place activate a part or subassembly so you can make edits to
individual assembly components while viewing the entire assembly.
The PathFinder tab is available when you work in an assembly or a subassembly
within the active assembly.
In the Assembly environment, you can also use PathFinder to view, modify, and
delete the assembly relationships used to position the parts and subassemblies,
reorder parts in an assembly, and to help you diagnose problems in an assembly.
In the Assembly environment, PathFinder is divided into two panes. The top
pane lists the components of the active assembly in a folder tree structure. Listed
components can include: parts, subassemblies, assembly layouts, assembly reference
planes, and assembly sketches.

Creating new content in the managed environment
The bottom pane shows the assembly relationships applied to the part or
subassembly selected in the top pane.
Using the top pane

You can do the following using the top pane of PathFinder:
• View components in collapsed or expanded form. For example, when you expand
a subassembly, you can view all of its parts.
• Highlight, select, and clear components for subsequent tasks.
• Determine the current status of the components within the assembly.
• Determine who the document is checked out to.
• Determine how the assembly was constructed.
• Reorder parts within an assembly.
• Rename reference planes, sketches, and coordinate systems.
When you pass your cursor over a component in the top pane of PathFinder, it
is displayed in the graphic window using the Highlight color. When you click
a component it is displayed using the Select color. Then you can associate the
component entry in PathFinder with the corresponding component in the graphic
window.
Note
When you pass your cursor over or click the top-level assembly in PathFinder,
it does not display in the highlight or select color. This improves performance
when working with large assemblies.
Because the highlight and selection of components in large assemblies can impact
performance, options are available on the Assembly page on the Options dialog
box so you can improve the performance when working with large assemblies. For
example, options are available to simplify the display of highlighted and selected
components in the graphic window and to disable the highlight of components in the
graphic window when you pass your cursor over them in PathFinder.
For more information on improving performance in large assemblies, see the Working
with large assemblies efficiently Help topic.
PathFinder in the managed environment

In the managed environment, an unsaved document is shown in PathFinder using
a default formula that is incomplete: Item ID/Item Revision-Item Name. The file
is held in memory prior to the document being saved.

When the document has been saved, the default formula is replaced by the saved
assembly item information.
Displaying document status in PathFinder

After a document has been saved in the managed environment, the document status
is displayed as text after the document formula. The document status provides
information about whether it is available for checkout, and whether there is a new
version or new revision available.
In addition to the Teamcenter UserID, Solid Edge Embedded Client displays the
name of the person who has the managed document checked out. The name is
derived from the Teamcenter Person information that is managed by the Teamcenter
administrator. The Teamcenter Person information captures a name as a means
of identifying Teamcenter users similar to an entry in a phone book. While the
Person information is not unique and can be attached to more than one UserID, the
Teamcenter UserID remains a unique identifier.
You can use the Status®Display Status command on the PathFinder shortcut menu
to turn off and on the document status. When the document status is turned on, a
tooltip is also available to provide additional information.

Determining the status of a component

The symbols in PathFinder reflect the current status of the components in the
assembly. The following table explains the symbols used in the top pane in
PathFinder:
Legend
Active part
Inactive part
Hidden part
Unloaded part
Part that is not fully positioned
Part that has conflicting relationships
Linked part
Simplified part
Missing component
Alternate components part
Part position is driven by a 2D relationship in an assembly sketch
Displayed assembly
Adjustable Part
Adjustable Assembly
Fastener System
Pattern group
Pattern item
Reference planes
Reference plane
Sketch
Motor
Note
The symbols in PathFinder can also represent combinations of conditions. For
example, a symbol can show that a part is hidden and not fully positioned.
Determining how the assembly was constructed

The components in the top pane of PathFinder are listed in the order in which they
were placed in the assembly. This can be useful when evaluating design changes.
For example, if you delete a single assembly relationship from a part, the symbols for
other parts could also change to indicate that the parts are no longer fully positioned.
This occurs because the positioning of the other parts depended upon the part
from which you removed the relationship. In this example, reapplying the single
relationship should cause the other parts to also become fully positioned again.

Changing the display status of assembly components

You can use the top pane of PathFinder to control the display status of assembly
components. For example, you can hide parts and subassemblies to make it easier
to position a new part you are placing in an assembly. You can use the check boxes
adjacent to the assembly components in PathFinder to control component display or
shortcut menu commands when one or more components are selected. The color of
the text in PathFinder also indicates whether a component is displayed or hidden.
Using the bottom pane

When you select a part or subassembly in the top pane of PathFinder, you can use
the bottom pane to view and modify the assembly relationships between the selected
part and the other parts in the assembly. The document name is also displayed,
as well as a symbol that represents the type of relationship. The following table
explains the symbols used in the bottom pane in PathFinder:
Legend
Ground relationship
Mate relationship
Planar align relationship
Axial align relationship
Connect relationship
Angle relationship
Tangent relationship
Gear relationship
Suppressed relationship
Failed relationship
When you select a relationship in the bottom pane you can do the following:
• View which elements were used to apply the relationship.
• Edit the fixed offset value of the relationship.
• Change the offset type of the relationship.
• Delete the relationship.
• Suppress the relationship
Viewing assembly relationships

When you select a relationship in the bottom pane, the elements used to apply the
relationship are highlighted in the assembly window. For example, if you select
a planar align relationship, the planar faces or reference planes that were used
to apply the relationship highlight in the assembly window. This can help you
determine how design changes need to be applied.

Deleting assembly relationships

If you delete an assembly relationship, the symbol next to the part in the top pane
changes to show that the part is no longer fully positioned. The part is also placed on
the Error Assistant dialog box list. It is good practice to apply a new relationship to
the affected parts as soon as possible. If you delete too many relationships without
applying new ones, it could become difficult to fully position the affected parts. If
this occurs, you may have to delete the affected parts from the assembly and place
them again.
Replacing relationships
After you place a part in an assembly, you can replace any of its relationships. Select
the part in PathFinder or in the graphics window, and then click the Edit Definition
button on the command bar. You can then select the relationship you want to replace
from the Relationship List box on the command bar. Use the Relationship Types
button to specify the new relationship you want to apply.
Note
You can also delete the current relationship in the bottom pane of PathFinder
and apply a new one using the Assemble command bar.
Conflicting relationships
If you change the design of parts in an assembly, some assembly relationships may no
longer be applicable. When this occurs, the symbol next to the part or subassembly
in the top pane of PathFinder will change to indicate that there are conflicting
relationships and the part will be placed on the Error Assistant dialog box list.
When you select the conflicted part or subassembly, the symbols for the affected
relationships in the bottom pane of PathFinder are displayed in red. You can then
evaluate the relationship scheme to determine how to repair the assembly. For
example, you can delete the affected relationships and apply new relationships to
fully position the part.
Suppressing assembly relationships

You can use the Suppress command on the shortcut menu to temporarily suppress
an assembly relationship for a part. When you suppress an assembly relationship,
you can use the Move Part command to evaluate how the part interacts with other
parts in the assembly. The symbol for the part in the top pane of PathFinder
changes to indicate that the part is no longer fully positioned. Also, a symbol is
added adjacent to the suppressed relationship in the bottom pane to indicate that
the relationship is suppressed.
Note
You can use the Unsuppress command on the shortcut menu to unsuppress
the relationship

Dashed line in the bottom pane

Often a dashed line is displayed between sets of relationships in the bottom pane
of PathFinder. The relationships above the dashed line were applied to parts that
are above the selected part in the top pane of PathFinder. The relationships below
the dashed line were applied to parts that are below the selected part in the top
pane of PathFinder.
Placing parts in assemblies

You can place any of the following types of solid parts in Solid Edge assemblies using
the Teamcenter Parts Library tab in the PathFinder window:
• A part constructed in the Solid Edge Part environment
• A part constructed in the Solid Edge Sheet Metal environment
• An assembly constructed in the Solid Edge Assembly environment
Caution
Use the Teamcenter Parts Library tab to create-in-place in the managed
environment. Using the Parts Library tab will create-in-place in the
unmanaged environment.
To place parts that were constructed in other CAD formats, you must first convert
them to Solid Edge part files.
Placing the first part in an assembly

To start the part placement process, on the Teamcenter Parts Library page, select
the part you want, then drag and drop it in the assembly window. You can also
start the part placement process by double-clicking the part on the Teamcenter
Parts Library page.
The first part you place into an assembly is important. It serves as the foundation
upon which the rest of the assembly will be built. Therefore, the first part should
represent a fundamental component of the assembly. Because the first part is placed
grounded, you should pick a part with a known location, such as a frame or base.

Although Solid Edge makes it easy to edit parts during the design cycle, the first
part you place in the assembly should be as completely modeled as possible. In the
same way, although it is easy to delete parts from assemblies and change assembly
relationships, the first part you place should remain grounded and not be deleted.
To reposition the first part, you should first delete the ground relationship. You can
then apply assembly relationships between the first part and the assembly reference
planes or subsequent parts you place in the assembly.
Placing additional parts in an assembly

You can use the Assembly page on the Options dialog box to specify whether
subsequent parts are temporarily placed in the assembly window (A), or displayed in
a separate Place Part window (B).
When you set the Do Not Create a New Window During Place Part option, the part
is temporarily placed in the assembly window at the location where you dragged
and dropped the part. To make the positioning process easier, drop the part in a
location where it is easy to select the positioning elements you want to use. If you
start the part placement process by double-clicking the part on the Teamcenter
Parts Library page, the display area of the assembly window is adjusted so you can
see the new part.

When you clear the Do Not Create a New Window During Place Part option, the part
is displayed in a separate Place Part window. If the active window is maximized,
the Place Part window is also maximized, essentially hiding the assembly window
from view. Due to this, beginning users should not maximize the active window.
Let the windows overlap, and this will make placing parts into the assembly and
applying relationships much easier.
Positioning parts
You use assembly relationships to position the new part relative to a part already
in the assembly. The Relationships Types option on the Assemble command bar
contains a wide range of assembly relationships for positioning parts relative to
one another.
In addition to traditional assembly relationships, the FlashFit option reduces
the steps required to position a part using the mate, planar align, or axial align
relationships. This option is recommended in most situations. For example, you can
use FlashFit to mate a face on the placement part (A) with a face on the target
part (B).
After you apply the first assembly relationship, the new part is re-positioned within
the assembly.

As you apply the remaining assembly relationships, the software positions and
re-orients the part in the assembly.
Additional parts can be positioned relative to any part in the assembly, or even
relative to more than one part in the assembly. You can also position a part relative
to an assembly sketch.
For more information on positioning parts using assembly relationships, see the
Assembly Relationships Help topic.
Note
By default, Solid Edge maintains the relationships with which you position
the part. If you clear the Maintain Relationships command on the Parts
Library shortcut menu, the relationships will be used only for positioning,
and the part will be grounded. Grounded parts do not update their positions
when you make design changes.
Constructing new parts within an assembly

To construct a new part in the context of a managed assembly, click the Teamcenter
Parts Library tab. Then click the Create In-Place button in the PathFinder window.
Note
When working with a new unsaved assembly document, you must save the
assembly document first before you can construct a new part within the
context of the assembly.

On the Create New Part In-Place dialog box, define the document template and
placement option. You can specify a part, sheet metal, or assembly document
template.
There are three placement options for creating a part in-place:
Coincident with Assembly Origin
Places the new part’s reference planes directly on top of the assembly origin,
oriented exactly as the assembly.
By Graphic Input
Positions the new part relative to an existing part. In addition to selecting a
reference part, you will also need to select a reference plane or a planar face (A),
then a planar face or edge (B) to define the orientation of the base reference
planes for the new part.
You then define the origin location of the base reference planes for the new part.
Offset From Assembly Origin

Offsets the new part’s reference planes from the assembly’s reference planes by
specified keypoint or value. Select a keypoint on any part already placed in the
assembly, or type a specified x, y, and z offset distance applied relative to the
assembly origin. The new part’s reference planes will be oriented the same as
the assembly reference planes.
After defining the document template and placement option, you must specify
the Item ID, Revision, and Item Name for the document being created with the
Create-In-Place command. You can specify these attributes manually on the New
Document common property dialog, or have them created for you automatically
using the Assign All command.

Drawing view creation

You can make a drawing in Solid Edge using several types of drawing views: 2D
part views, 2D views, and predefined 3D model views. The drawing can contain
dimensions and other annotations that describe the size of a part or assembly, the
materials used to create it, and other information.
You can place any number of drawing views on a sheet. You can also modify the
characteristics of a selected drawing view with the Properties command on the
Edit menu or the shortcut menu.
Part views
You can create part views of any Solid Edge part, sheet metal, or assembly document
(.par, .psm, and .asm file types). Multiple part, sheet metal, and assembly documents
can be used as the basis for part views in a draft document.
Creating a primary part view

You begin creating part views by using the Drawing View Creation Wizard to create
a primary view of a 3D part or assembly. A primary view is simply the first view
placed on the drawing.
The Drawing View Creation Wizard displays a series of dialog boxes. The specific
options you see depend upon whether you start the command from a draft or 3D
model document:
• The Drawing View Options dialog box sets drawing view options for the model.
• The Drawing View Orientation dialog box either selects a named view or creates
a custom orientation for the view.
• The Custom Orientation dialog box contains view manipulation commands that
creates a custom view as the primary view.
• The Drawing View Layout dialog box sets companion orthographic views to
place with the primary view.

Placing a primary part view

When you click Finish on the Drawing View Creation Wizard, the cursor is displayed
as a rectangle the size of the new part view. You can position the view anywhere
on the sheet, and then click to place it. If you selected companion views from the
wizard’s Drawing View Layout dialog box, when you click the drawing sheet, all
selected views will be placed at once.
Note
In the managed environment, the draft document is created with the first view
on the drawing and is assigned the same Item Revision number as the part.
Creating additional part views

After you create one or more primary part views, you can use them to create
principal views, auxiliary views, detail views, section views, and broken views. You
can then use those part views to create still others. For example, if you create a
principal view (B) based on the primary view (A), you can create a section view
(C) based on the principal view.
Creating drawings of assemblies

When you create a part view of an assembly, you can control the display of the
individual parts and subassemblies in the assembly. For example, you may want
to hide certain parts or specify that a part is displayed as a reference part. You
can also control the display of weld beads and material addition features in a part
view of a weldment assembly.

You can use the Model Display Settings button on the Drawing View Wizard to
specify which parts you want to display in the part view before you place it on the
sheet.
You can select a part view and edit its properties later using the Properties command
on the shortcut menu.
You can also use the display configurations you have saved in the Assembly
environment to control the display of the parts in the part view. When you select
an assembly document in the Select Model dialog box of the Drawing View Wizard
command, you can specify which configuration name you want to use from the
Configuration list in the Assembly Drawing View Options dialog box. For example,
you can use an exploded display configuration name to place a part view of an
exploded assembly.
To enhance the performance of assembly drawing views, clear the Show Hidden
Edges and Show Edges of Hidden Parts options on the Assembly Drawing View
Options dialog box. To make these changes for all assembly drawing views, clear
these options on the Edge Display page of the Solid Edge Options dialog box. You
can create a draft template file with these options cleared and use it to create all the
drawing views of your assemblies without hidden lines.
Note
In the Assembly environment, you can define two types of display
configurations: assembly configurations and exploded configurations.

Creating drawing views automatically

You also can create drawing views quickly and automatically by dragging a Solid
Edge document onto a drawing sheet.
• When you drag an assembly model onto an empty drawing sheet, an isometric
view is created.
• When you drag any other model file onto an empty drawing sheet, front, top,
and right views are created.
You also can drag a model onto a Quicksheet template. With a Quicksheet template,
you can customize the view types and properties, save the document as a template,
and reuse it with any model you want. The views remain unlinked to a model file,
but retain their properties. Or you can use one of the templates delivered with
Solid Edge in the Quicksheet directory. Included assembly templates (metric and
English) consist of one isometric view, parts list, and auto-balloon enabled. Included
part templates (metric and English) consist of front, top, and right orthogonal views,
and one isometric view.

Lesson review
1. True or False: You can use PathFinder to in-place activate a part of subassembly.
2. In the top pane of the Pathfinder you can do all of the following except:
a. View components in collapsed or expanded form.
b. Determine the current status of the components within the assembly.
c. Rename documents, reference planes, and coordinate systems.
d. Determine how the assembly was constructed.
3. The _____________ ___________ of the PathFinder is used to view and modify

the assembly relationships between the selected part and other parts in the
assembly.
4. True or False: You can use the PathFinder to delete the relationship between
parts.
5. The first part placed into an assembly serves as the foundation upon which the
rest of the assembly will be built and therefore it is ___________________.

Activity: Create an assembly
Objectives
In this activity, you will learn how to create an assembly in a managed environment
using parts from the Teamcenter Parts Library.
• Place parts into an assembly file using the Teamcenter Parts Library.
• Use the Create In-Place command in a managed environment.
• Save and Upload the assembly into Teamcenter.
• Recognize the relationship between the Draft document and the parent item.
Activity
Step 2: From the Startup page, under Create, select Synchronous ANSI
Assembly.
Log in to Teamcenter when prompted.
Step 3: Click the PathFinder tab .

The document formula listed in PathFinder is incomplete. The document
has not been given a name, so a temporary name consists of the
description Item ID/Item Revision-Item Name. The document exists
in memory until it is saved.
Step 4: Click the Teamcenter Parts Library tab .

The Teamcenter Parts Library tab looks very similar to the unmanaged
Parts Library tab. Use care to choose the Teamcenter Parts Library tab
to work in the managed environment.
Note
This lesson assumes the training files have been loaded into the
Teamcenter database. You should see the files displayed in the
folder named Valve.
Step 5: Drag the item with the Item Revision, Handle, into the assembly window.
A message displays indicating that you must first save the document
before placing the first item in the assembly.
Click OK to dismiss the warning message.

Step 6: Save the document by clicking Save on the QuickAccess toolbar.

The New Document dialog box is displayed. This dialog box is used to
assign attributes to the document. You will see a similar dialog box
whenever new files are created or existing files change.
Step 7: In the New Document dialog box, rearrange the column information so
the Item Type column immediately follows the Action column.
Select the column heading Item Type and drag the column to the left
until the right cell border of the Action column highlights.
Release the left mouse button.

The table cells indicated with red asterisks must contain content prior
to loading them into Teamcenter. You can type the information or have
it generated for you.
Step 8: In the New Document dialog box, click Assign All .

The Item Name, Item ID and Revision are assigned to the document. You
may change the values on this dialog box. The Item ID can be thought
of as a document number. The value for the Item Name is equivalent
to the project name in Solid Edge. Its value should be descriptive of
the document being saved.
Step 9: Change the Item Name to Handle Assembly.
Step 10: Enter a Dataset Description of Assembly Created in Lesson 4.

The Dataset Description field can hold up to 240 characters and should
contain a lengthy description of the data.
Step 11: In the New Document dialog box, click OK.

The document is saved to disk and created in Teamcenter.
Step 12: Drag the item with the Item Revision, Handle, into the assembly window.
Since this is the first part placed in the assembly, the part is positioned
relative to the reference planes and is grounded. After you have placed
the first part in an assembly, you position additional parts using
assembly relationships.
Step 13: Drag the item with the Item Revision, Cover, into the assembly window.

Step 14: From the Options command bar, click the Relationship Type, Insert, to
join the face of the handle cover with the face of the handle.
Note
You may need to resize your command bar to see the Insert
command.
The PromptBar instructs you to Click on the face to mate or axis

to align.
Click the face of the handle cover, and then click the face of the
handle.
To define the axis to align, click the cylinder of the handle cover, and
then click the cylinder of the handle.
The part is fully constrained.
Step 15: Create a new part within the assembly using the Create In-Place
command .
On the Teamcenter Parts Library command bar, click Create
In-Place.

Step 16: In the Create New Part In-Place dialog box, set the By Graphic Input
option and click Create and Edit.
The New Document dialog box is displayed. It is used to specify
attributes of the new part you are creating with the Create In-Place
command.
Step 17: Complete the New Document dialog box.
Click Assign All to automatically assign an Item ID, Revision,

and Item Name.
Change the Item Name to Handle Cap.
Enter a Dataset Description of Part Created in Lesson 4.
Click OK.
Step 18: Create a cap which protrudes upward from and covers the top of the
handle.
When you are prompted to click on a planar face or reference plane,
select the face as shown.

Position the cursor over the outside edge of the circular face as
shown in the illustration. Notice the center point of the circular edge
highlights.
Click the left mouse button.

Notice the display updates and a new coordinate system is displayed.
Choose Home tab®Draw group®Circle by Center Point.

Two alignment lines attach to the cursor oriented to the XY plane
on the base coordinate system.

Position the cursor over the base coordinate system as shown in the
illustration below. Stop moving the mouse for a moment, and notice
that the cursor image changes to indicate that multiple selections
are available.
Right-click, and the QuickPick tool is displayed. Position the cursor

over the entry in QuickPick that highlights the XY principal plane
as shown, then click to select it.
Click the center point of the circle.
Position the cursor over the edge of the model and click to define
the extent for the circle.
In the Home tab®Select group, click Select and select the sketch
region.
Select the extrude handle and define the feature extent by positioning
the cursor above the region.
Set the distance to 0.20 in.
Click Close And Return.
Step 19: Fit the view of the Assembly using the Fit command.
Choose View tab®Orient group®Fit.

Step 21: Examine the entries in PathFinder.
There are three items in PathFinder that are registered in Teamcenter

and comprise the assembly. The status of the part file that is the cap of
the handle is Checked Out To You because the file has not been closed
and you have write access.
Step 22: Close the assembly.

Choose Application button®Close®Close All.
When you close the assembly, the documents are saved to disk and
persist as data in cache. Teamcenter becomes aware and notes the
relationship between the parts and the assembly.
Step 23: In the Upload Document dialog box, review the available actions for the
assembly and the part you created.
The value for the Action to be performed can be set to either Check-in
or Upload Document.
If you set the action to Check In, the document is saved to Teamcenter
and made available for other users.
If you set the action to Upload Document, the document is saved to
Teamcenter, but remains checked out to you and write access is not
available to other users for write access.
Step 24: Ensure the action for all documents is set to Check-in and click OK.
This concludes Part 1 of the activity for this lesson. You do not need to
exit Solid Edge.
Activity summary
In this activity, you learned how to create new managed document content and use
the Create In-Place command to create a part within an assembly. You also learned
to how to upload documents into the Teamcenter database.

Activity: Create a drawing
Objectives
In this activity, you will learn how to create a drawing in a managed environment
using an existing assembly from the managed library.
• Use the assembly to create a drawing.
• Save and Upload the document into the database.
Activity
Step 1: Solid Edge should still be running with Teamcenter enabled.
Verify Teamcenter is enabled by looking at the title bar.
Step 2: Search for the assembly you created in the first part of the activity.
Choose Application button®Open to access the Open dialog box.
Click Search, and in the Saved Searches list, select Item Name.
Specify the Item Name you gave the assembly in the previous
activity Handle Assembly.
Click Search.
Select the item from the list and click Open.
Step 3: Create a drawing.

On the Application menu, choose New®Create Drawing. The Create
Drawing dialog box is displayed.
Clear the Run Drawing View Creation Wizard option and click OK.
Since the specified template is not a Quicksheet template and the
current model file is an assembly, an isometric view is created.
Step 4: Save the drawing by clicking Save on the QuickAccess toolbar..

The Item Name, Item ID and Revision are assigned to the document.

Note
By default, the draft document is created in the same Item
Revision and gets the same Item ID as the first view on the
drawing.
Step 5: Change the Item Name to Drawing of Handle.
Step 6: Enter a Dataset Description of Drawing Created in Lesson 4.
Step 7: Click OK.

The document is saved to disk and created in Teamcenter, but it is not
loaded to Teamcenter.
Step 8: Ensure the Action is set to Upload Document for both the draft and
assembly and click OK.
Step 9: Choose Application button®Close to close the drawing.
Step 10: Select the PathFinder tab. The status of the assembly is Checked Out To
You because the file has not been closed.
Step 11: Choose Application button®Close®Close All.
Step 12: Exit Solid Edge. This concludes the activity.
Activity summary
In this activity, you learned how to create a drawing using managed data. You also
learned to how to upload documents into the Teamcenter database.

Lesson summary
The PathFinder is a valuable tool that you can use to manipulate components of
an assembly file.
Things to remember:
• In the managed environment, the document is saved using a formula that
contains the Item ID/Item Revision-Item Name.
• The PathFinder is divided into two panes. The top pane lists the components
of the active assembly in a folder tree structure. The bottom pane shows the
assembly relationships applied to the part of subassembly selected in the top
pane.
• In order to use the Create In Place command, you must first save the assembly.
• By default, the draft document is created in the same Item Revision and is
automatically assigned the same Item ID as the first view on the drawing.

Lesson
5 Adding content to an existing

managed document
Objectives
• Use the Open File dialog box to open existing managed documents.
• Understand and use basic Revision Rules.
• Add to and modify existing managed document content.

Lesson 5 Adding content to an existing managed document
Opening managed Solid Edge documents

The Open command opens existing documents. Solid Edge keeps track of the
documents you worked on last, so you can open them quickly. These documents are
listed at the top-right of the Application menu; just click the name of a document on
the list to open t.
You can also open a document by double clicking the document name within
Windows Explorer.
The Open command

When you use the Open command to open a document in Teamcenter, the document
is checked out and copied to the local cache. When the document is checked out,
other users cannot make edits to it. Once the document is in the local cache, it is
opened so you can work on it. If the document you are opening contains links to
other documents, those documents are downloaded to cache as well
After you use the Open File dialog box to open a document from Teamcenter,
subsequent use of the Open File dialog box displays the Look In box set to the last
location used. When you open another managed document, you can select the
document from the location shown or use the Look In box to navigate to the location
of your choice.
Document availability
In Solid Edge, the availability of unmanaged documents is displayed in the Status
bar at the bottom of the Open File dialog box. The availability is read-write or
read-only for unmanaged documents. The document availability for managed
documents is displayed as Unknown since the document availability is controlled by
Teamcenter and not by the operating system. You can choose to open a managed
document as read-only by setting the Open as Read-Only option in the Open File
dialog box when Teamcenter is enabled.
Selecting specific types of documents

The Files of Type field filters which types of files are displayed in the Look In list and
can be used to minimize the effort required to locate the file you chose.
Files of Type Action
Assembly documents (*.asm) Lists assembly documents.
Draft documents (*.dft) Lists draft documents.
Part documents (*.par) Lists part documents.
Sheet Metal documents (*.psm) Lists sheet metal documents.
Weldment documents (*pwd) Lists weldment documents.
Lists documents produced by Unigraphics
Unigraphics documents (.prt)
products of the type .prt.
Lists documents produced by AutoCAD
AutoCAD documents (*.dwg)
of the type .dwg.
Lists document produced by AutoCAD of
AutoCAD documents (*.dxf)
the type .dxf.
Lists all documents produced by Solid
All Solid Edge documents (...)
Edge.

Adding content to an existing managed document
All documents (*.*) Lists all files.
Opening specific types of documents

When you use the Open command to open a document in SEEC, the document is
checked out and copied to the local cache. There are some options on the Open File
dialog box that pertain only to specific types of documents.
When opening assembly documents, for example, you can improve performance
by choosing to hide all components, inactivate components or to open simplified
representations of assembly parts.
Note
You cannot open more than one assembly document at a time.
When you want to open a managed draft document quickly for viewing and printing
but not editing, you can use the Inactivate Drawing Views For Review option on the
Open File dialog box. Only the draft document and other non-3D linked documents
are downloaded to cache, resulting in much faster open times.
When you select Inactivate Drawing Views for Review, 3D content is not downloaded
to cache. Commands for creating new 3D drawing views are not available. However,
you can select and move drawing views, add and edit dimensions and annotations,
and you can change their scale and adjust their properties. Any linked documents
that might appear on the drawing sheet (ie. Microsoft Word or Excel documents
or image files) are downloaded.
You can identify a draft document that has been opened in review mode by the
Inactive watermark stamped on working sheets and the 2D Model sheet. Another
indicator is the document title bar, which displays the following in front of the
document name and revision ID: “Draft with Inactive Drawing Views.”
Once a document is open, you can change from one mode to the other. On the Tools
tab, in the View Activation group, you can select these commands:
• Activate Drawing Views
• Inactivate Drawing Views
Options on the Open File dialog box also let you specify which revision of the item
you want to open.
Using Revision Rules

Revision rules are parameters you set to determine which item revisions are
displayed for an item. You can use the Revision Rules option on the Open File dialog
box to specify a revision rule when opening managed items. For example, if you
select Version from Cache, Solid Edge Embedded Client opens the item you have
selected using the version already in your local cache. This is very beneficial if you
work with the same data all day and know the information is up-to-date. The version
information is validated and the documents are checked out, but no file transfer
takes place. This improves performance.
The revision rules are very helpful in managing documents through the life of
a project.

Revision Rule Description

Loads the latest item revision with a release status
Any Status; No Working of Released. You only view item revisions that are
released.
Any Status; Working Loads the latest status revisions.
Latest Working Loads the latest item revision regardless of the
release status.
Precise Only Loads the specific item revision that was in effect the
last time the item revision was saved.
Version from Cache Loads the version already in local cache.
Note
Your system administrator configures the revision rules for your site and
they may be different from what is listed here. This list of revision rules is
an example developed for this training material.
The revision rule being used is displayed in the formula shown in PathFinder after
the Item ID, Item Revision, and Item Name. For example:
Mirror command
In this lesson, you will use the Mirror command to illustrate how assemblies with
parts placed using the Mirror command behave in the managed environment. You

can mirror one or more parts or assemblies about a reference plane you select.
The Mirror command bar guides you through the mirror process. The Mirror
Settings dialog box specifies the output options you want.
Selecting the mirror plane

When mirroring components, you first select an existing reference plane that defines
the mirror plane you want.
Selecting the components

After you define the mirror plane, you can select the components to mirror in the
graphic window or PathFinder. When selecting parts in the graphic window, you can
select individual parts, or you can define a fence to select a set of parts. You can
mirror parts, subassemblies, or the entire assembly. To select an assembly, you must
use PathFinder. When you finish selecting components, click the Accept button on
the command bar or click the right mouse button.
Assembly structure and grounding options

The Mirror Settings dialog box specifies that the new components duplicate the
existing assembly structure or that the new components are added to the active
assembly. When you set the Replicate Assembly Structure option, the mirrored
components duplicate the entire assembly structure of the original components. This
can be useful when mirroring a complete subassembly that also contains nested
subassemblies and you want the new components to match the existing assembly
structure.
If you are mirroring a single part that is several layers deep in nested subassemblies,
you may want to set the Flatten Structure into Active Assembly option to avoid
creating several empty subassemblies.
The Ground All Parts option on the Mirror Settings dialog box specifies whether
a ground relationship is added to the mirrored components. When you clear this
option, the parts are placed with no assembly relationships. You can add assembly
relationships later by selecting a component and then clicking the Edit Definition
button on the Place/Edit Part SmartStep command bar.

Lesson review
1. True or False: You can open multiple assemblies at the same time when working
in Solid Edge Embedded Client.
2. True or False: The Files of Type field on the Open File dialog box filters the types
of files displayed in the Look In list.
3. Setting the File of Type field to (*.psm) filters the display to show only
____________________ documents.
4. Name three options you can set when opening existing documents from the
Open dialog box.
5. When you open an item you work with consistently throughout the day and you
want to improve performance, set the __________ ________ ___________ Revision
Rule from the Open dialog box.

Activity: Add content to an existing managed document

Objectives
In this activity, you will learn how to open existing Solid Edge documents in
Embedded Client and use options to minimize the effort required to locate them. You
will learn how to work with revision rules to access the most appropriate version
of the document and how to examine multiple files as they are written to disk and
to Teamcenter.
• Open an existing document in Solid Edge Embedded Client
• Check out an assembly consisting of multiple parts.
Activity
Step 2: From the startup page, under Open, select Existing Document.
Log in to Teamcenter when prompted.
The Open File dialog box displays and the Look In field is set to the
location where it was last used.
Step 3: Ensure the Look In field is set to the folder Newstuff beneath your
Home directory.
Step 4: Locate the handle assembly you created in the previous lesson by using
the Files of Type filter to display only assemblies.
Set the Files of Type to Assembly documents (*.asm) to restrict the
items shown to assemblies.
Step 5: Select the handle assembly you created in the previous lesson and
choose the Revision Rule that will access the most appropriate version
of the document.
Set the Revision Rule to Latest Working to open the latest item
regardless of its release status.
Note
Revision Rules are always active. Be sure you select the
appropriate revision rule anytime you open a document.
Step 6: Open the handle assembly you created in a previous lesson. Note the
Item ID of this item.
Item ID ___________
Step 7: In PathFinder, note the formula of the assembly Item ID/A-Handle

Assembly(Checked Out To You)(Latest Working).
The formula for the assembly indicates the current status and the
Revision Rule used to open the item.

Step 8: Apply a new Face Style to the cap of the handle to make it easier to
position the handle onto the valve assembly later in the lesson.
Select the Item that is the cap of the handle.
Right-click and select Activate to make the part active.
Choose View tab®Style group®Face Style list, and select Green

(clear).
Step 9: Save and close the handle assembly.

In the Upload Document dialog box, change the Item Name to
Modified Handle Assembly.
Set the Action to Check-in.
Click OK.
Step 10: From the startup screen, under Create, click Synchronous ANSI
Assembly to open a new assembly.
The New Document dialog box is displayed.

Step 12: In the New Document dialog box, click Assign All .
Set the Action to Upload Document.
This adds it to Teamcenter, but leaves it checked out to you.
Change the Item Name to Valve Body Assembly
Enter a Dataset Description of Assembly Created in Lesson 5.
Step 13: In the New Document dialog box, click OK.

The document is saved to disk and created in Teamcenter.
Step 14: Click the Teamcenter Parts Library tab .
Step 15: From the Valve folder, drag the item with the Item Revision Name of
Valve Body into the assembly window.
Step 16: Drag the item with the Item Revision Name of Side Plate into the
assembly window.
Fit the view.
You are automatically entered into the FlashFit command.
Step 17: You are prompted to Click on an element of the placement part or
choose a different relationship type.
Click a cylinder of the bolt hole on the side plate and mate it with the
cylinder that is the top right hole for the bolt on the valve body.

Create the second relationship by mating the back face of the side
plate to the valve body.
Place the third relationship by mating another of the bolt holes on

the plate with the bolt hole on the valve body.
Step 18: Once the part is fully constrained, use the Mirror command to mirror
the side part onto the opposite side of the valve body.
Turn on the display of reference planes by selecting the check box
adjacent to the Reference Planes collector in PathFinder.
Choose Home®Pattern®Mirror.
When you are prompted to click an assembly reference plane, click

the Front (xz) reference plane as the axis about which to mirror the
plate.
Click the side plate to respond to the prompt to click on components

to be mirrored. Click on the Select Components Step
command bar to accept the selection.
In the Mirror Settings dialog box, ensure the Ground all Parts option
is set and click OK.
The side plate is mirrored to the opposite side of the valve body.
On the Mirror command bar, click Finish.
Step 19: From the Teamcenter Parts Library, drag the item with the Item
Revision Name of Top Plate into the assembly window.
Fit the view.
Step 20: Fit the top plate onto the valve body and fully constrain it using FlashFit.
Step 21: Save the assembly.
Step 22: From the Teamcenter Parts Library, drag the item with the Item
Revision Name of Stem into the assembly window and fit the view.
Step 23: Insert the stem into the valve body using FlashFit.

Step 24: Save the assembly.
Step 25: In the Teamcenter Parts Library, set the location to Newstuff and locate
the handle assembly you created earlier.
Step 26: Drag the handle assembly into the assembly window. Fit the view.
Step 27: Activate and position the valve handle onto the valve stem.
Activate the valve handle by clicking Activate Part on the

Options comamnd bar.
Use FlashFit to fit the handle onto the stem.
Step 28: Click the PathFinder tab and examine the items that comprise the
assembly.
Step 29: Save and close the new assembly.

Note the Item ID of the assembly.
Set the Action to Check-in and Upload the document into Teamcenter.
Step 30: Reopen the new assembly using the Revision Rule Version from Cache.
Step 31: Hide the display of the reference planes.

In PathFinder, clear the check box adjacent to the Reference Planes
collector.
Step 32: Save and close the assembly. Check the assembly into the Teamcenter
database.

Activity summary
In this activity, you learned how to navigate the Open dialog box in a managed
environment.
• Open existing managed documents using various options from the Open dialog
box.
• Use Revision Rules to access the appropriate revision of an item.
• Limit the display of items in the Look In list in order to assist you in finding
items quickly.

Lesson summary
Things to remember:
• The Open command is used to open existing documents.
• You can only open one assembly at a time.
• Setting various options on the Open File dialog box can assist you in locating
files, accessing the most appropriate version, and can also help you improve
performance.

Lesson
6 Modifying managed documents
Objectives
• Use the Hide All Components command to efficiently work with large assemblies.
• Open documents using the Read Only option.
• Understand the function of the Save As command.
• Create a new Revision ID for an item.

Lesson 6 Modifying managed documents
Opening documents efficiently

Opening large, managed assembly documents can be time-consuming. The
application spends time running a query to determine the assembly structure
based on the Teamcenter Revision Rule, checking versions, validating permissions,
and transferring the files to your system. To make working with large assembly
documents on a day-to-day basis as efficient as possible, you can control how the
assembly document is opened.
Depending on your circumstances, you might need to work with all of the files
referenced by an assembly, or you might only need to work with a few of them.
When you are not sure how many files within an assembly you need to work with, or
when you know you only need to work with a few of them, you should open assembly
documents using the Hide All Components option, and judiciously open and show
only those subassemblies you need to work with.
Working efficiently with large assemblies

When working with a portion of a large assembly, you can control how much of the
assembly is downloaded to cache by hiding the components you do not need.
You should open the assembly with all components hidden, and then use PathFinder
to navigate, expand, and show only the components you need. Only the direct
first-level children of the assembly being opened are downloaded to cache.
Note
Solid Edge Draft requires the entire Assembly structure. This workflow is not
supported when you detail assemblies in the Draft environment.
Read the PathFinder structure to decide which components you need next, and select
the Expand command or click the + to download the next level of the assembly to the
cache as needed. Once you expand the levels of the assembly you want to work with,
you can then show the parts and subassemblies with optimum performance.
If the entire subassembly branch is required, you can select Expand All, resulting in
a download of all required documents.
Opening managed documents as Read Only

When you use the Open command to open a managed document in Teamcenter, the
document is checked out of the database and copied to the local cache. In contrast,
if you set the option to Open as Read Only, the document is not checked out of the
database, but only copied to the local cache and opened for viewing purposes. The
option to save a document that is opened read-only is disabled.
Saving existing Read-Only documents

Managed direct documents opened with read-only permissions can be checked out
using the Check Out command. The command verifies the active document is the
most recent version, checks the file out of the database, sets the file to a writable
state, and enables the Save command for you to save any in-memory file changes.

Modifying managed documents
The Check Out command does not transfer any files from the server since the active
document is the latest version.
Another option for saving changes you make to a document that has been opened
read-only is to use the Save As command to save the changes to a new Item ID.
Creating new documents with the Save As command

The Save As command, located on the File menu, specifies a new Item ID, Revision
ID or both for a document. You can also use the command to specify other
information, such as the Teamcenter storage folder and the data set description.
Because the Save As command can specify a new Item ID, use it to create similar,
but different, parts and assemblies. To create a different revision of the same
component, use the Revisions command.
Note
The Save As command is automatically invoked if you select the Save
command for documents that are new to Teamcenter.
Revising documents with the Revisions command

The Revisions command specifies a new Revision ID for a document, while retaining
the same Item ID. To revise the active document, on the File menu, choose Revisions.
The Revision command is also available on the shortcut menu when a document is
selected in PathFinder.

Lesson review
1. When you are working with a large assembly and want to work with the files
as efficiently as possible, you should use the __________________ option on the
Open File dialog box.
2. True or False: When opening an assembly with all components hidden, only the
direct first-level children of the assembly being opened are downloaded to cache.
3. Pick the statement(s) below that are true regarding opening documents using
the Read Only option from the Open File dialog box.
a. Any changes you make to an item opened “read-only” are lost.
b. Changes made to an item opened “read-only” can be saved by using the
File®Check Out command to check the item out of the database and then save it.
c. You can use the Save As command to specify a new Item ID to save the
changes to an item opened as “read-only”.
d. You have to close the open item and reopen it without using the Read-Only
option and then save the changes.
4. True or False: The Save As command is automatically invoked if you select the
Save command for documents that are new to Teamcenter.
5. To revise the active document, choose __________________ from the File menu.

Activity: Modify a managed document

Objectives
• Use the Save As command to save changes made to an item opened as read-only.
• Understand the use of Hide All Components to effectively work with large
assemblies.
• Create a new Revision of an item while retaining the same Item ID.
Activity
Step 2: From the Startup page under Open, select Existing Document.
The Open File dialog box displays. The Look In box is set to the location
where it was last used.
Step 3: Ensure the Look In box is set to the folder Newstuff beneath your Home
directory.
Step 4: In the Open File dialog box, use the Files of Type box to minimize the
effort required to locate the assembly created in the previous lesson.
Set the Files of Type to Assembly documents (*.asm).
Select the assembly you created in the previous lesson.
Set the Revision Rule to Latest Working.
Step 5: Open the document as Read-Only with the Hide All Components option
selected.
In the Open File dialog box, select the Open as Read-Only check box.
The Reason and Change ID fields are deactivated since the Read
Only option is set and the assembly is not checked out.
Select the Hide All Components check box.

Opening assemblies using the Hide All Components option enables

you to effectively manage various components of a large assembly
by loading only the portions you want to see.
Click Open to open the document.
Step 6: Examine the workspace.

The window title bar indicates the item is opened [Read Only].
You used the Hide All Components option to open the assembly, so
PathFinder displays only the first level of the assembly with the
subassemblies collapsed.
Step 7: Expand the Modified Handle Assembly using the shortcut command,
Expand.
Right-click Modified Handle Assembly in PathFinder, and click
Expand.
The next level of that branch is downloaded to cache, enabling navigation

at that level.
Step 8: Show all components of the Modified Handle Assembly using the
shortcut command, Show All.
Right-click Modified Handle Assembly in PathFinder, and click Show
All.
The modified handle assembly is displayed, enabling modification at

that level.
Step 9: In PathFinder, select the modified handle assembly and use the shortcut
command, Open, to open and edit the subassembly.
Right-click Modified Handle Assembly in PathFinder, and click Open.
The modified handle assembly is opened, enabling editing at that level.
Step 10: Change the Face Style of the Handle Cap to Copper.
Select the Item that is the cap of the assembly and select Copper
from the Face Style list.
Save your change and close the handle assembly.
The subassembly is closed and you are returned to the parent document.
Step 11: Use the Show All command to view all components of the valve body
assembly.
Select the Valve Body Assembly in PathFinder, right-click, and select
Show All.
Step 12: Close the valve body assembly by choosing Application

button®Close®Close All.

You are reminded that the document was opened as a read-only

document and given the option to either save the changes using the Save
As command or to disregard the changes.
Step 13: Elect to Use Save As To Save Changes you made to the valve body
assembly and click OK.
The Save As command creates a copy of the original document. You must
assign values for the Item ID, Revision, and Item Name.
In the New Document dialog box, click Assign All .
Note the Item ID of the new document. Item ID______________.
Change the Item Name to Updated Assembly.
Change the Dataset Description to Assembly with Copper Cap.
Select OK in the New Document dialog box.
Step 14: Click OK in the Upload Document dialog box.
Step 15: Create a new revision of the updated assembly.

Choose Open®Existing Document.
Search for the assembly using the Item ID you recorded in the
previous step.
Open the assembly.
From the Application menu, choose Manage®Revisions.

The Revisions dialog box is displayed.

Step 16: In the Revisions dialog box, click New.

Notice that the Revision is a required field.
Step 17: In the Revisions dialog box, click Assign All .

A value is added to the Revision field.
Step 18: In the Revisions dialog box, click OK.

The Upload Document dialog box is displayed.
Step 19: In the Upload Document dialog box, click OK.
Step 20: Close the assembly.
Activity summary
In this activity, you learned how to modify managed documents using a few simple
commands.
• Open a document as Read-Only.
• Open a component using the rich client.
• Use the Hide-All Components command to effectively and efficiently open large
assemblies.
• Use the Save As command to save changes to a document opened as Read-Only.
• Create a Revision of a document.

Lesson summary
In this lesson, you learned how to use various commands to assist you in the
modification of managed documents.
• Open documents read-only and then use the Check Out or Save As command to
save changes made to the document.
• Use the Open®Hide-All Components to effectively and efficiently open large

assemblies.
• Create a Revision of a document.

Lesson
7 Managing your Cache
Objectives
• Understand the functions of the Cache Assistant.
• Check documents in and out of a managed library.
• Download documents from the managed library.
• Filter the display of the contents of your cache.
• Delete documents from the local cache.
• View cache summary information.

Lesson 7 Managing your Cache
What is the Cache?

When working with managed documents, Teamcenter maintains the documents that
are a part of the library. As you work on documents, Solid Edge Embedded Client
downloads a copy of the document to a local folder in Windows file system and only
downloads it again if the document becomes out of date. The location for the local
copy of the document is called the cache. Working with a local copy of the document
improves performance over working directly with the one stored in the library.
When you open a document for editing, Solid Edge Embedded Client manages the
synchronization between the document stored in the library and the document in
your local cache. It checks your cache to see if the local document is up to date with
the version of the document in the managed library. Solid Edge Embedded Client
then automatically checks out the document to your local cache. You can use the
SEEC Cache setting on the File Locations page of the Solid Edge Options dialog box
to specify the location of your local cache.
Caution
Documents in the cache should not be manipulated through the operating
system, but only through the use of the Cache Assistant dialog box.
You can manage the contents of your local cache using the Cache Assistant command
on the Manage menu. You can use the Cache Assistant dialog box to synchronize all
the documents in the managed library, check in documents you have checked out,
download documents from the managed library to your local cache, filter the display
of the contents of your cache, or clear documents from your local cache.
You can use the dialog box to manage all the documents in your local cache, or you
can use the shortcut menu commands to manage selected documents. Similar to
Windows Explorer, you can use the Ctrl key to select documents randomly, or the
Shift key to select a sequential list of documents.
Synchronizing documents in the library
The Synchronize All command checks your local cache for any out-of-date
documents, and then downloads the latest version from the managed library to
update your local cache. You can also use the Synchronize command on the shortcut
menu to synchronize selected documents.
Note
The Synchronize All command synchronizes all documents in the cache, not
just the ones displayed in the dialog box as a result of filtering the cache
contents.
Previewing documents
You can view the contents of a document by clicking it in the document list and then
looking at the image displayed in the Preview pane of the Cache Assistant dialog
box. Not all documents have a preview image associated with them. A preview
image can be generated for an open document using the options on the Preview page
of the Properties®File Properties dialog box in Solid Edge Embedded Client.

Managing your Cache
Checking documents in and out of the managed library

Documents opened for edit are automatically checked out and the document status
in the local cache is changed to read-write so that you can make changes to the
document. Opening a direct document causes read-only copies of all indirect
documents to be downloaded to your local cache. If you in-place activate a part in an
assembly, Solid Edge Embedded Client checks out the part.
You can use the Check In All command to upload the documents to the managed
library and make them available for other users to check out. Individual documents
are automatically checked in when you close the document or they can be checked in
using the Check In command on the shortcut menu.
You can use the Undo Check Out command on the Cache Assistant shortcut menu
to undo changes you make to a checked out document. Any changes you have
made to the checked out document are lost when you undo the check-out of the
document. This also releases the document, which allows other users to make
changes to the document. If you undo the check-out of a direct document, you also
undo the check-out for any associated indirect documents that are checked out.
The Undo Check Out command does not upload the document to the library, and it
is not removed from your local cache.
Managed direct documents opened with read-only permissions can be checked out
using the Manage®Check Out command. The command verifies the active document
is the most recent version, checks the file out of the library, sets the file to a writable
state, and enables the Save command for you to save any in-memory file changes.
This command is available in Teamcenter environments for Assembly (.asm), Part
(.par), Sheet Metal (.psm), Draft (.dft), View and Markup, and Revision Manager.
Note
The Check Out command does not transfer any files from the server since the
active document is the latest version.
Downloading documents to local cache
You can use the Download command to select documents from the managed
library and download them to your local cache. This is helpful if you want to manage
your cache manually or work off-line. When you click the Download button, the
Download File dialog box is displayed so you can select the documents you want.
Deleting documents from cache
The Delete All command removes all the documents in your local cache. This
is helpful if you want to free disk space or force the local cache to update with the
latest information from the managed library.
Filtering the display of cache contents

As the number of documents in your cache increases, you may want to filter the
documents displayed in the Cache Assistant dialog box to make it easier to find
the document you are looking for. The first row in the Cache Assistant dialog box
is used to set filters on the documents displayed from the cache. Use the values
associated with each property to display the documents from the cache that match

the criteria you choose. For example, setting the Cache Status to Checked Out To
You displays files you have checked out and also those that have a cache status of
Modified as documents have to be checked out to be modified. The filter Checked Out
To Others displays all files checked out to someone other than yourself. When you
choose Synchronize All, all documents in the cache are synchronized and not just
the ones displayed by the filter.
The first time you display the Cache Assistant dialog, the filter is set to documents
Checked Out To You.
Note
If no filter has been set, All Values displays in each column of the filter row.
Checking document revisions

The Show Revisions command on the Cache Assistant shortcut menu displays the
name and folder path of any documents that are revisions of the selected document.
Opening documents
The Open command on the Cache Assistant shortcut menu opens the selected
document in the application used to create it.
Double-clicking the row of a document in Cache Assistant opens the document in its
parent application. For example, the document would be opened in Solid Edge or
Structure Editor.
Cache assistant summary information

The bottom of the Cache Assistant dialog box displays the number of documents, free
disk space, and space used relative to the documents displayed in cache.
When no documents are selected in Cache Assistant, the number of Solid Edge
documents in cache displays with the amount of free disk space and the amount of
disk space used by the documents in cache.
If any documents are selected in Cache Assistant, the summary information displays
the number of files selected and the disk space used.
When the view of documents in Cache Assistant is filtered, the summary displays
the number of files shown in the filter and the total number of Solid Edge files in the
folder along with the disk space used by the documents in the view.
Redefining the Cache location

To optimize performance, documents from Teamcenter are downloaded once to
cache on the local machine when accessed and then only downloaded again if
they are out-of-date. The default cache location is %APPDATA%\Unigraphics
Solutions\Solid Edge\SEEC.
Caution
Changing the predefined cache location removes existing contents of the cache
and should be performed with care.

Managing your Cache
If you have the need to change the default location for cache, you should schedule the
change at the beginning of a project, use Cache Assistant to check in all items you
want to keep in Teamcenter, and manually clear each cache folder using the Delete
All button on the Cache Assistant dialog box. Then open a new document and use
the SEEC Cache entry on the File Locations page of the Solid Edge Options dialog
box to redefine the location for the local cache.
Providing a private Cache for each user

When working with Solid Edge Embedded Client, each user should have access to an
assigned computer and individual cache.
Note
The location of the cache should be on the physical disk of the local machine.
This is a personal cache and must not be shared by multiple users.
However, when this is not possible, you can use shared computers which have
individually assigned cache configurations. In this instance, you should set up
private caches for each user in a network location that can be accessed from any
work location.
First, create a mapped network drive utilizing the method recommended by your
specific operating system. Start Solid Edge Embedded Client and create a new
document. Modify the default cache location using the SEEC cache option on the
File Locations page of the Tools ® Options dialog box. Browse to the mapped drive
and select the cache root folder. Follow the process for each system to create the
same mapped drive and set the cache on the File Locations page.
Note
If the mapped drive changes, you will need to reconfigure the mapped drive on
each computer that uses the remote-mounted cache configuration.
The Cache and Revision Rules

When you open large, managed assembly documents, the application spends time
running a query to determine the assembly structure based on the Teamcenter
Revision Rule checking versions, validating permissions, and transferring the files to
your system.
When you know you need to work with all or most files in a large assembly, you
should use the Solid Edge revision rule that reduces the work by validating only the
selected assembly document and then uses the version of files that exist in your
cache.
For example, when you open an assembly using the Revision Rule Latest Working,
the assembly is placed in the cache for your working session. On subsequent working
sessions, opening the assembly using the Revision Rule Version from Cache causes
all subassemblies to be configured to use what is already downloaded to the cache. In
Solid Edge Embedded Client, the cache is persistent between sessions. Using Version
from Cache, the version information is validated and the documents are check out,
but no file transfers need to take place resulting in optimized performance.

Lesson review
1. True or False: When referring to the location of the cache in regard to Solid Edge
Embedded Client, you are referring to a temporary location in the memory of
the operating system.
2. You can use the __________ _____________ command on the Cache Assistant
shortcut menu to reverse changes you make to a checked out document.
3. What command is useful if you want to work offline with managed documents?
4. Which is the most efficient and recommended configuration for the local cache?
a. A personal cache on the physical disk of the local machine.
b. A personal cache accessed through a mapped network drive.
c. A shared cache location.
d. None of the above.
5. True or False: Using the Delete All button on the Cache Assistant dialog box
removes all files from the existing cache?

Managing your Cache
Activity: Manage the local cache
Objectives
In this activity, you will learn how to use Cache Assistant to manage the local cache.
• Check documents in and out of the managed library.
• Download documents to the local cache.
• Filter the display of the contents of your cache.
• Delete documents from the cache.
• View cache summary information.
Activity
Step 2: Choose Manage®Cache Assistant and log into Teamcenter.

The Cache Assistant dialog box is displayed. The first row of the dialog
box is used to filter the display of the contents of your cache. The
Cache Status is set to display documents Checked out to you. All items
currently checked out to you as part of the default project of your local
cache are displayed in the list.
Step 3: Examine the screen noting the link at the top of the dialog box displaying
your Teamcenter login information: Name [User ID]-Group/Role
[Database].

Step 4: Click the link.

The User Settings dialog box is displayed and provides you the
opportunity to change groups or roles, provided you are part of more
than one group or role in Teamcenter.
Note
You can only change the group or role when there are no
documents open in Solid Edge.
Step 5: Click Cancel to dismiss the User Settings dialog box without making
any changes.
Step 6: Click the cell in the first row of the Cache Status column.
Step 7: Change the filter to display All Values.

Now the cache displays the complete contents of your cache.
Note
You can filter on each row of the cache independently.
Step 8: Locate the summary information located at the bottom of the Cache
Assistant dialog box.

Managing your Cache
The summary information shows the number of documents in the cache

along with the space used by the documents.
• When the view of documents in Cache Assistant is filtered, the

summary displays the number of files shown in the filter and the
total number of Solid Edge files in the folder along with the disk
space used by the documents in the view.
• If any documents are selected in Cache Assistant, the summary

information displays the number of files selected and the disk space
used.
• When no documents are selected in Cache Assistant, the number of

Solid Edge documents in cache displays with the amount of free disk
space and the amount of disk space used by the documents in cache.
Step 9: Examine the contents of the Cache Status column of the Cache Assistant
dialog box.
The cache status provides information regarding the state of the
documents in your local cache as compared to the copies held in the
Step 10: Update the cache status information by clicking Update Status Info
on the Cache Assistant toolbar.
Most of your documents display a cache status of Up-to-date indicating
the version of the document in your cache matches what is in the
Step 11: Check in any documents with a Cache Status of Checked out to you.
Documents with a status of Checked out to you indicates the document
has been locked to other users.
Right-click the checked out documents in the list and choose
Check-in.
The Upload Document dialog box is displayed. You have the option
to set the action to Check-in or Upload the Document.
Ensure the action is set to Check-in and click OK.

Occasionally, you will have a need to clear your cache. For example, you
would clear your cache following the completion of a project; when you
want to free local disk space; or when you want to force the local cache to
update with the latest information from the database.
Step 12: Clear your cache by using the Delete All command on the Cache
Assistant toolbar.
On the Cache Assistant toolbar, click Delete All .
Click Yes when you are prompted.
Step 13: Download the completed valve assembly to your local cache. Use the
Latest Working Revision Rule.
On the toolbar in the Cache Assistant dialog box, click Download
.
From the Look In list, select Newstuff.
Make sure Files of Type is set to Assembly.
Select the updated valve assembly from the list of items.
Set the Revision Rule to Latest Working and then click Open.
Any subassemblies or part files referenced by the assembly are also
downloaded to the cache with a status of Up-to-date.
Step 14: Using commands in the Cache Assistant dialog box toolbar, open the side
plate part file that is a component of the assembly.
Right-click the part file and choose Open.

Managing your Cache
The part is checked out and opened in Solid Edge.
Step 15: In PathFinder, select any feature of the part, and choose Delete.
Step 16: Close the part file and save your change.
The modified document is saved to your local cache, but it has not been
checked in or uploaded into the Teamcenter database. If you determine
the change you made is in error, you can cancel the check-in or upload
into Teamcenter.
Step 17: Click Cancel on the Upload Document dialog box.

Do not check the document in or upload it to the Teamcenter database,
but let the modified document remain in the cache only.
Step 18: Reopen Cache Assistant and examine the contents of your cache.
Notice the Cache Status has changed to Modified for this part and
Unknown for other parts.
Step 19: Update the Cache Status information by clicking Update Status Info
on the toolbar of the Cache Assistant dialog box.
The Cache Status for all items which comprise the assembly are
Up-to-date with the exception of the part you modified.
Step 20: Select the part you modified, right-click, and choose Undo Check-Out.
Step 21: Delete the Side Plate part from your cache by choosing the shortcut
command Delete From Cache.
Confirm your intentions to delete the document from the project.
Step 22: Use the shortcut menu to open the updated assembly.
By choosing to undo the check-out of the document, the change you made
was not saved and you were able to recover the unchanged part from
the Teamcenter database.
Step 23: From the Application menu, choose Manage®Cache Assistant.

You can access the Cache Assistant while viewing a Solid Edge file to
verify the cache status of an item or manipulate data in the cache.
Step 24: Use Check-in All on the Cache Assistant toolbar to check in any
remaining items currently checked out to you.
In the Upload document dialog box, click OK.
Since you have a document open, the document is changed to Read Only
status. It is available to be checked out of the database by other users.
Step 25: Close the Cache Assistant dialog box and exit Solid Edge.

Activity summary
In this activity, you learned how to start the Cache Assistant and how to use basic
operation commands.
• Clear your cache.
• Check documents in and out of a managed library using Cache Assistant.
• Download items to the local cache.
• Delete individual items from the cache.
• View cache status information.
• Filter the display of the contents of your cache to make it easier to locate the
items you are looking for.

Managing your Cache
Lesson summary
The local cache is a folder in the Windows file system that contains local copies of the
documents from the managed library.
Things to remember:
• Solid Edge Embedded Client downloads a local copy of the document you want
to edit. The local copy of the document only downloaded again if the document
becomes out-of-date.
• Documents in the cache should not be manipulated through the operating

system, but only through the use of the Cache Assistant dialog box.
• Changing the default cache location removes any existing contents of the cache.
• Each user should have access to an individual cache. The location of the cache
should be on the physical disk of the local machine for optimum performance.

Lesson
8 Using the Solid Edge Structure

Editor (SESE)
Objectives
In this activity, you will learn how to:
• Start the Structure Editor.
• Find and open an assembly in the Structure Editor.
• Clone an assembly to a new item in the Teamcenter database.
• Revise a component of an assembly.
• Manage the cache associated with Structure Editor.

Lesson 8 Using the Solid Edge Structure Editor (SESE)
What is the Solid Edge Structure Editor (SESE)?

The Solid Edge Embedded Client has advanced capabilities for managing assembly
structures in a collaborative environment. The ability to clone existing assemblies,
but locally revise, save-as, or reuse portions of the assembly tree, provides you
the ability to quickly repurpose data within a managed environment. The Solid
Edge Structure Editor displays an assembly and all its referenced documents in a
navigable user interface. You can easily select which documents get copied or revised
and then saved as new documents stored in new Teamcenter items.
Copying or making a new revision of an existing document while maintaining the
original version is a part of the life cycle of every document. When you select an
assembly for copying or revising, Solid Edge Structure Editor displays a hierarchy of
the related assembly structures that may or may not need to be acted upon. Solid
Edge Structure Editor lets you do such tasks as:
• Copy Solid Edge Embedded Client assembly structures to new documents stored
in new Teamcenter items.
• Revise partial or whole assembly structures.
• Update or maintain references in the document hierarchy.
• Show Teamcenter properties.
• Preview an assembly.
• Print the assembly structure.
The Structure Editor provides Revision Manager capability for Teamcenter managed
data.
Interface basics
Solid Edge Structure Editor is an application that revises and copies Teamcenter
managed assembly structures. The interface displays an assembly and all of its
referenced documents in either Expanded or Parts List format to make it easy to
select portions to be saved as new documents and stored in new Teamcenter items.
The Solid Edge Structure Editor program icon

To start Solid Edge Structure Editor, click the program icon in Windows Explorer.
The startup screen

The Solid Edge Structure Editor startup screen provides user assistance such as the
Tip of the Day, and also provides access to basic operations such as opening existing
or recently used documents.
The Solid Edge Structure Editor startup screen provides links to the Solid Edge home
page and technical support. You can click Add or Remove Links to edit the Links list.
Solid Edge Structure Editor prompts and messages are displayed in an area called
the status bar. The status bar is located at the bottom of the screen.

Using the Solid Edge Structure Editor (SESE)
The Solid Edge Structure Editor window

The Solid Edge Structure Editor window consists of four viewing areas. The main
portion of the window consists of four window panes. You can resize each window
pane individually to adjust the viewing area.
• The pane in the upper-left quadrant contains the Bill of Materials used for
markup. This pane is sometimes referred to as the source pane.
• The pane in the upper-right quadrant is the final view of the Bill of Materials.
This pane is sometimes referred to as the target pane. There is a slider beneath
the source and target panes so you can scroll to view additional columns of
information.
• If an assembly is saved with a preview, the preview image is displayed in the

lower-left window pane.
• The lower-right pane displays Teamcenter property information.

Arranging your work space

You can arrange the Solid Edge Structure Editor work space by:
• Resizing the window panes.
• Using the slider to view the desired data.
• Using the View®Scroll-Lock option to control the simultaneous vertical scrolling

of the upper-left and upper-right window panes.
• Fitting the individual cell size to the data by double-clicking the cell border.
Managing assemblies in Solid Edge Structure Editor

There are different ways to revise and copy Solid Edge assembly structures. You can
use a manual process for cloning an assembly, or you can use other mechanisms to
do such things as rename or move assembly structures. Because information is
being shared between assemblies, maintaining the relationship information between
these assemblies can be complex.
Structure Editor has commands such as Save As All, Save As Selected, Revise All,
Revise Selected, Where Used, and Cache Assistant that help you manage assembly
structures.
The following table defines the components of the Solid Edge Structure Editor
toolbar:
Callout Command Action

Resets all actions to No Action for all
A Clear All
documents in the active window.
Saves a copy of selected files within
Save As Selected a structure to a new item number,
revision, and item name.
B
Saves a copy of all of the files within
Save as All a structure to a new item number,
revision, and item name.
Revises selected files within a structure
Revise Selected
to a new revision.
C
Revises all the files within a structure to
Revise All
a new revision.
Finds where selected documents are
D Where Used
used in other documents.
Performs the actions specified in the
E Perform Actions
Action column.
Determines how the document is
displayed in Structure Editor. You can
F Show View
choose between Exploded or Parts List
views.

Changes the view to show the selected

family member for a family of assemblies.
G Show Family Member This command is unavailable if the
document displayed is not a family of
assembly.
Determines which item revisions are
H Revision Rule displayed for an item.
Note
Setting an action of Save as Selected or Revise Selected on one occurrence of
a file within the structure sets the same action for all occurrences within
the structure.
Copying and revising managed assemblies

When you add an assembly to a managed library on a server, it becomes a
managed document. With the Solid Edge Structure Editor, you can copy or revise
Teamcenter-managed assembly structures. You can also open a single document for
copying or revising. Since the original document does not change during either of
these operations, it is not checked out of the database.
When you open an existing assembly in Solid Edge Structure Editor, the structure
of the existing assembly is placed in the upper-left and upper-right panes of the
Structure Editor window. The initial display of the structure will only have the
first-level files shown. You can expand the levels individually or expand them all.
Applying an action to one occurrence of a file within a structure applies the action to
all occurrences of the file throughout the structure, even if they are not expanded.
Note
You cannot process actions in Structure Editor while working in Solid Edge.
You should close Solid Edge before starting Structure Editor.
Managing your local cache

When working with managed documents, Structure Editor creates a local cache of
the viewed documents to improve performance. When you open a document, the
synchronization between the document stored in the database and the document
in your local cache is automatically managed for you. Structure Editor checks your
local cache to see if the local document is up to date with the version of the document
in the managed library. Structure Editor then opens the local document or copies the
current version from the database to your local cache.
The Cache Assistant command on the Manage menu enables you to manage your
local cache. You can use the Cache Assistant dialog box to synchronize all the
documents in the database, check in documents you have checked out, download
documents from the managed library to your local cache, or delete documents from
your local cache.
You can use the buttons on the Cache Assistant dialog box to manage all the
documents in your local cache, or you can use the shortcut menu commands to
manage selected documents. Similar to Windows Explorer, you can use the Ctrl key
to select documents randomly, or the Shift key to select a sequential list of documents.

The Cache Assistant commands work the same through Structure Editor as when
you are using the Cache Assistant in Solid Edge Embedded Client. Review the
lesson on Managing Your Cache for additional information.
Caution
The Open command on the Cache Assistant shortcut menu opens the selected
document in the application used to create it. You should exit Structure Editor
before making changes to the document in Solid Edge.

Lesson review
1. You can use the Structure Editor to perform all of the following functions except:
a. Copy assembly structures to new Teamcenter items.
b. Revise partial assembly structures.
c. View an assembly in Exploded or Parts List format.
d. Print Teamcenter properties.
2. Name the four window panes that comprise the Structure Editor window.
3. True or False: Scroll-Lock causes the column order to be identical in both upper
windows of the Structure Editor.
4. What is the difference between the Revise Selected and Revise All commands?
5. True or False: You should not work in Solid Edge and Structure Editor
simultaneously.

Activity: Use the Structure Editor

Objectives
• Open an assembly in Structure Editor.
• Clone a complete assembly.
• Revise an assembly component in Structure Editor.
• Save and close the files in Structure Editor.
Activity
Step 1: On the Start menu, choose Programs®Solid Edge ST®Structure Editor.
From the Structure Editor startup screen, you can open an existing
document or select a document from a list of recently used documents.
You can read the Tip of the Day or connect to links from the Favorite
Links portion of the screen. The status bar at the bottom of the screen
describes commands and displays instructions.
Step 2: Open an existing document.

Under Open, click Existing Document.
Since you are working with a managed document, the Login to

Teamcenter dialog box is displayed.


The first time you access Teamcenter you must log in. Enter your
Teamcenter User ID and Password, and select the appropriate
database if more than one database is defined.
Click Login and the Open a File dialog is displayed.
Step 4: Use the Search command to find the assembly named Valve Body
Assembly.
In the Open a File dialog box, set Files of type: to Assembly
document (*.asm) and click Search.

In the Search dialog box, click to expand the Saved Searches list.
In the Search dialog box, notice there are a number of saved searches
predefined for you. For example, you can search on attributes related
to Item Revision, Objects in Projects, or a number of other attributes.
From the list of predefined searches, select Item Name.
In the Item Name box, type *valve body*.
Click Search.
When completed, the Open a File dialog box displays the search
results.
Select the assembly with the Item Revision Name of Valve Body
Assembly.
A preview of the item is displayed in the Preview pane on the right
side of the Open a File dialog box.
Click Open to open the file in the Structure Editor.

Step 5: Examine the Structure Editor screen noting it is divided into four
window panes.
The upper-left window pane displays your assembly using the Revision
Rule you selected when you opened the item. It is the source pane. The
upper-right window pane initially displays your item in the same view.
However, this pane reflects any changes you make to the item while in
Structure Editor. It is the target pane. The lower-left pane is the Preview
pane and the lower-right pane is the Properties pane.
Note
The initial display of the structure of your item shows the first
level files only. In a multi-level assembly, you can expand each
level using the + to the left of the item or you can use the Expand
All command to expand all levels of the assembly.
Step 6: Expand the entire structure of the valve body assembly.

In the source pane, right-click the assembly name and choose
Expand All.
Step 7: Turn on the display of the Preview pane.

On the View menu, choose Preview.

Step 8: Turn on the display of the property information.

On the View menu, choose Properties.
Step 9: Modify the size of the Structure Editor window by expanding the bottom
half of the window.
Select the horizontal divider between the top and bottom half of the
Structure Editor window.
Drag the bottom half of the window up until vertical scroll bars
appear in the source and target window panes.
Step 10: Use the vertical scroll bar to view the hidden contents of the assembly
in the source window pane.
The source and the target windows move independently of one another.
You may want to scroll the two windows in vertical synchronization with
one another, especially when you work on large assemblies.
Step 11: Turn on the Scroll Lock to synchronize the vertical scrolling of the source
and target window panes.
Choose View®Scroll-Lock.
The source and target window panes now scroll together vertically.
You are currently viewing the document in the Exploded view, which
is a hierarchical or Bill of Materials (BOM) view of the components of
the document. You also have the option to view the document in Parts
List format.
Step 12: At the top of the screen, from the Show View list, select Parts List.
The Parts List display is a flat listing of the components of the assembly.
Step 13: Return to the Exploded View.

In the Show View list box, select Exploded.
Step 14: In the target window pane, rearrange the column information so the
Item ID, Revision, and Item Name columns appear in order following
the Action column.
Select the column heading Item ID and drag it to the left until the
cell border of the Action column highlights.

Often you will want to use an existing item to create a new, but slightly
different item. You can clone or copy an existing item for that purpose.
Step 15: Clone the assembly.

In the source window pane, click the Action cell for the top level
assembly.
Set the action to Save As.
Setting the assembly action to Save As clones or copies the assembly. As

a result, cells in the Action column of the target window pane change
indicating the assembly has an action of Check In and each of the
individual parts that comprise the assembly are set to No Action.
You must supply the required information of an Item ID, Revision, and
Item Name for the cloned assembly. You can type the information or
have it generated for you.
Step 16: Assign an Item ID, Revision, and Item Name to the new managed
document.
In the target window pane, move the cursor below the occupied cells
and right-click to access the shortcut menu.
Choose Assign All to automatically assign an Item ID, Item Name,

and Revision to the document.
The Item ID is automatically assigned a unique value.
Step 17: In the target pane, specify a folder to store the cloned assembly.

Scroll to the Folder column and double-click inside the folder cell
for the assembly.
In the Select Folder dialog box, choose the Valve folder.
Click OK.
Note
If no folder is specified in the folder column of the target window
pane, the item will be created in the Newstuff folder beneath your
Home folder in Teamcenter.
Step 18: Click Perform Actions on the Structure Editor toolbar.

The Perform Actions command executes the actions specified in the
Action column.
Next, you will revise a single component of the assembly.
Step 19: In the source window pane, select the item with the Item Name of Stem.
Step 20: Since this part might be used in other assemblies, use the Where Used
command to determine where else it might occur.
On the main toolbar, click Where Used .

Changes to the item will affect each of the documents where it is
used.
Dismiss the Where Used Results dialog box.
Step 21: In the source window pane, set the action for the part to Revise.
The value for Revision is blank in the target window pane.
Step 22: In the target window pane, right-click the part and choose Assign.
The new revision is automatically assigned.
Step 23: Perform the actions specified by clicking Perform Actions on the
Structure Editor toolbar.
Step 24: View the data in your cache.

Select Manage®Cache Assistant.
The Cache Assistant has the same functionality in Structure Editor as it

does in Solid Edge Embedded Client.
Step 25: Click Check in All and then update the status of the items in the
cache using Update Status Info .

Step 26: Clear your cache for the Project named Default.
Click the Delete All button on the lower portion of the dialog box to
remove all projects from the cache.
Deleting all projects from the cache checks in all checked-out documents,
deletes from cache all of the local projects and associated documents and
creates a new project named Default.
At the prompt, click OK to delete all projects from the cache.
Confirm the delete by clicking Yes.
The cache is cleared and a new Default project is created.
Step 27: Close the Cache Assistant dialog box.
Step 28: Exit Structure Editor.
Activity summary
In this activity, you learned how to start Solid Edge Structure Editor and how to
use basic operation commands. You learned how to clone assemblies and revise
individuals parts within assemblies.
• Open any managed document in Structure Editor.
• Clone an existing assembly.
• Revise an individual part within an assembly.

Lesson summary
The Structure Editor is a tool for managing assembly structures in a collaborative
environment.
Things to remember:
• You can revise partial or whole assembly structures in Structure Editor.
• There are four windows panes in the viewing area of Structure Editor. Each
pane can be manipulated independently of one another.
• The Save As command makes a copy (or clones) the item and the new document
is saved as a new item in Teamcenter.
• You should not work in Solid Edge and Structure Editor simultaneously. Exit
one of the applications before making changes to your document.

Lesson
9 Running Solid Edge Embedded

Client Diagnostics
Objectives
• Start the Solid Edge Embedded Client Diagnostics Application.
• Supply basic configuration information.
• Perform a diagnostics scan.
• Read the SEEC Diagnostic log file generated by the scan.
• Export your Teamcenter attribute mapping.
• Create a package of information to supply to product support.

Lesson 9 Running Solid Edge Embedded Client Diagnostics
Introduction to the Solid Edge Embedded Client Diagnostic application

The Solid Edge Embedded Client diagnostic application enables you to easily create
a collection of information regarding your Solid Edge Embedded Client configuration.
The application is delivered with Solid Edge Embedded Client and collects client
information such as software location, database connection, cache information,
registry details, and log files into one location to share with product support in
the event assistance is needed.
To run the diagnostics application, from the Start menu, choose Programs® Solid
Edge ST®SEEC®Diagnostic Application. The SEEC Diagnostics dialog box
appears. Your current Teamcenter connection configuration information is shown;
you only need to provide a location for the output of the scan. Once the scan is
run, read-only output from the scan appears in the Detail portion of the SEEC
Diagnostics dialog box. If multiple versions of an application are installed, the scan
reports the details for each version.
The startup screen

The SEEC Diagnostic Application startup screen provides basic information such as
the title and version of the diagnostic tool.
The SEEC Diagnostics dialog box

The SEEC Diagnostics dialog box consists of two areas of information:
Teamcenter Displays Teamcenter connection information.
Detail Contains specific information regarding your configuration
discovered during the scan.
The SEECDiagnostic log file

A series of log files are collected by the scan. The log file generated by the diagnostics
scan is SEECDiagnostic_YYYYMMDDHHMMSS.txt where YYYY is the year, MM is
the month, DD is the day, HH is the hour, MM is the minute, and SS is the second the
scan was started. Types of information the SEECDiagnostic log file can include are:
• System hardware and software information
• Disk size and free space
• Teamcenter preferences
• Template filenames
• Environment variables
The SEECDiagnostic log file and other output generated by the scan is stored in a
folder in the diagnostic package location you define. The data in the diagnostic
package folder should be zipped along with an export of your Teamcenter attribute
mapping and sent to product support for analysis in the event assistance is needed.

Running Solid Edge Embedded Client Diagnostics
Exporting your attribute mapping

Attribute mapping defines what document properties you will exchange between
Solid Edge and Teamcenter. The key Solid Edge properties that are automatically
mapped to Teamcenter attributes are displayed in Solid Edge on the Project tab of
the Properties dialog box. You can create custom Solid Edge properties to map to
Teamcenter attributes such as Item type and Dataset Description. Having a list of
the attributes you have mapped is significant when troubleshooting problems. A
user with system administrator privileges can obtain this information by performing
an export of the data using the export_attr_mappings command and arguments. The
output of the export is created in the file you specify.
Example
C:\Program Files\UGS\Teamcenter\Express\V3\bin>export_attr_mappings
–file=c:\temp\attr.txt –u=myuserid –p=mypassword –g=mygroup
The arguments used are:

–file=the mapping file being created locally
–u=userid for your Teamcenter database
–p=password for your Teamcenter database
–g=Teamcenter group

Lesson review
1. True or False: Use the Diagnostic Application when you need a collection of
information regarding your Solid Edge Embedded Client configuration:
2. The Diagnostic Application is delivered with _________ __________ ____________

______________.
3. The SEECDiagnostic log file contains all of the following information except:
a. Teamcenter attribute mapping.
b. Solid Edge version.
c. Disk information.
d. Teamcenter preferences.
4. True or False: Attribute mapping defines the document properties you will
exchange between Solid Edge and Teamcenter.

Activity: Run diagnostics

Objectives
• Start the Diagnostic Application.
• Perform a diagnostic scan.
• Read the SEEC Diagnostics log file generated by the scan.
• Export your Teamcenter attribute mapping.
• Create a collection of files necessary for assistance with troubleshooting.
Activity
Step 1: On the Start menu, choose Programs®Solid Edge
ST®SEEC®Diagnostic Application.
Caution
You should exit Solid Edge, Structure Editor, and Add to
Teamcenter prior to running diagnostics.
After the startup screen is displayed, you see the SEEC Diagnostics
dialog box. You can use the dialog box to define the location of the output
generated by the scan and view details produced by the scan.
Step 2: In the SEEC Diagnostics dialog box, notice the selection of the 2-tier or
4-tier button identifying the configuration installed on your client.
The application automatically identifies your connection type. However,

if you have both the 2-tier and 4-tier configurations, you can manually
set the connection type for the scan.
If you are not sure which configuration your have, refer to the Solid Edge
Help topic Determine your Teamcenter client configuration.
Step 3: Define the location of information associated with your specific

configuration.
For a 2-tier configuration, browse for the location of your TC_ROOT
and TC_DATA information.
For a 4-tier configuration, supply the URL of your server.

Step 4: In the Diagnostic Package Location, define a folder where the diagnostics
folder and all files created by the scan will be stored.
Step 5: Click Scan.

Upon successful login, the scan begins. You are notified when it
completes.
Step 7: Click OK to dismiss the Scan Complete dialog box.

The Detail portion of the SEEC Diagnostics dialog box contains the
results of the diagnostics scan. The SEECDiagnostic_timestamp.txt
log file is created in the folder you defined in the Diagnostic Package
Location.
Step 8: View the contents of the folder you defined as your diagnostic package
location.
Example
C:\Documents and Settings\<username>\My
Documents\SEECDiagnostic
The folder contains the log files and other files generated by running
the diagnostics application.
Step 9: Open the SEECDiagnostic_<timestamp>.txt log file generated by the

scan.
The SEECDiagnostic_YYYYMMDDHHMMSS.txt is automatically
generated by the scan. The YYYY is the year, MM is the month, DD is
the day, HH is the hour, MM is the minute, and SS is the second the
scan was started.
Step 10: Locate the section of the log file that reports disk information.
The scan reports the total disk space and free space available.
Warning
Information reported in this log file should not be altered.
Step 11: Close the log file.
Step 12: Create an export of your Teamcenter attribute mapping.

Open a Command Prompt window by choosing
Start®Programs®Accessories®Command Prompt.
Set your iman_root environment variable equal to the installation

location of your Teamcenter client.
Example
C:\>set iman_root=”c:\Program
Files\UGS\Teamcenter\Express\V3”

Set your iman_data environment variable equal to the location of your

Teamcenter data.
Example
C:\>set iman_data=\\myserver\ugs\tcdata\
This example assumes a 4-tier Teamcenter connection.

Substitute the name of your server for myserver.
Change directories to the installation location of your Teamcenter

client.
Example
C:\>cd %iman_root%
Change directories to the \bin directory.

Example
C:\Program Files\UGS\Teamcenter\Express\V3>cd \bin
Run %iman_data%\iman_profilevars.
Example
C:\Program
Files\UGS\Teamcenter\Express\V3\bin>%iman_data%\iman_profilevars
Export the Teamcenter attribute mappings using the

export_attr_mappings command and arguments.
Example
C:\Program
Files\UGS\Teamcenter\Express\V3\bin>export_attr_mappings
–file=c:\temp\attr.txt –u=myuserid –p=mypassword –g=mygroup
The arguments used are:
–file=the mapping file being created locally
–u=userid for your Teamcenter database
–p=password for your Teamcenter database
–g=your Teamcenter group
The output of attribute mappings is created in the file you specified.
Step 13: Create a Zip file of the data in the diagnostic package folder along with
the export file containing your Teamcenter attribute mapping.
You are ready to send the information to product support in the event
assistance is needed.
Step 14: Close the SEEC Diagnostics dialog box.

Activity summary
In this activity, you learned how to start the Diagnostics Application and perform a
scan of your system. You also learned how to read the SEECDiagnostics log file and
export your Teamcenter attribute mapping.
Now you will be able to create a package of files to send to product support in the
event assistance is needed.

Lesson summary
The Diagnostic Application is a tool for creating a collection of information regarding
your Solid Edge Embedded Client configuration.
Things to remember:
• Exit Solid Edge, Structure Editor, and Add to Teamcenter prior to running
diagnostics.
• The SEEC Diagnostics dialog box consists of the two sections: Teamcenter and
Detail.
• Multiple log files are collected in the location you specify when you perform a
diagnostics scan. The SEECDiagnostic<timestamp>.txt file contains pertinent
information regarding your client system.
• You should not edit the contents of the SEECDiagnostic log file.
• Create a Zip file of the data in the diagnostic package folder along with the export
file containing your Teamcenter attribute mapping to send to product support.

Working With Solid Edge Embedded Client ST: Publication Number Spse01424 100

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2 Working with Solid Edge Embedded Client ST spse01424 100

Getting started with Solid Edge Embedded Client . . . . . . . . . . . . . . . . . 1-1

Searching and viewing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Preparing and loading unmanaged documents into Teamcenter . . . . . 3-1

Creating new content in the managed environment . . . . . . . . . . . . . . . 4-1

spse01424 100 Working with Solid Edge Embedded Client ST 3

Placing parts in assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8

Adding content to an existing managed document . . . . . . . . . . . . . . . . . 5-1

Modifying managed documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Managing your Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Using the Solid Edge Structure Editor (SESE) . . . . . . . . . . . . . . . . . . . . 8-1

Running Solid Edge Embedded Client Diagnostics . . . . . . . . . . . . . . . . 9-1

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Activity: Run diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

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• Simplify finding and distributing data to those who need it.

• Manage assemblies and relationships between parts.

• Maintain the history of a product’s development evolution.

• Have revision control and assurance of latest data.

• Have access control to ensure integrity of data.

What is Solid Edge Embedded Client?

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• Sheet Metal – not available for Synchronous

• Teamcenter Express, Course #TR15330

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• Move unmanaged documents into a Teamcenter managed environment.

• Create and modify documents managed in the Teamcenter environment.

How to use this guide

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• Windows XP Professional operating system (32-bit or 64-bit) as a 32-bit

• Internet Explorer 6.0 or higher.

• Solid Edge with Synchronous Technology (32–bit) and latest update.

• Solid Edge Embedded Client ST (32-bit).

• Solid Edge Embedded Client Administrator

Activity data set and training configuration information

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1 Getting started with Solid Edge

• Determine your Solid Edge user type.

• Use Solid Edge ST Help tools.

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Starting Solid Edge Embedded Client

The startup screen

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Enable Teamcenter in Solid Edge

Determining your user type

– Only traditional modeling—This means the functionality available in Solid

– Both synchronous and traditional modeling—This allows users to choose

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• File creation options

• File browsing and editing options

Creating a new document

In a managed environment, your administrator loads your company standard

Using Templates as a starting point

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Managed template folders

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The user interface

Label Name How it is used

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Label Name How it is used

• Fully customize the Quick Access toolbar